FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Prices are reasonable for financial services; depends on the needed client services
- What is your typical process for working with a new customer?
We focus on the clients needs, find solutions and discuss options to meet those needs.
- What education and/or training do you have that relates to your work?
Federally licensed fiduciary with Series 7, 66 and 215 licenses. Also licensed in Florida, Georgia, Virginia, California and Texas. Honorably served in US military for 24yrs with dedication and distinction.