FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
There is never a fee to consult and ask us develop recommendations. Every strategy is different. We develop custom solutions for our clients. Any expenses associated with our recommendation will be transparent and explained. Expenses are only incurred if you move forward with out recommendation.
- What is your typical process for working with a new customer?
Our first step is to compile the information necessary to develop your custom Asset Map. Once that is completed, we have a conversation about your goals and objectives and the things we need to do to execute them. After we have successfully executed a strategy, we maintain and monitor the strategy moving forward for as long as you wish to be associate with our firm. We hope a very long time!
- What education and/or training do you have that relates to your work?
Bachelor's Degreee in Buisness Administration and Finance. Series 7 Series 66.