FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer a free one hour consultation for new customers. I receive no commissions for any investment products which keeps the advice objective and transparent.
- What education and/or training do you have that relates to your work?
I have worked in multiple financial management companies, such as Internal Revenue Service for two years. I was also a Franchisee Owner and Financial Advisor at Ameriprise as a Franchisee Owner and Financial Advisor for 18 years, starting in 1997. Currently, I am the President and an Investment Advisor at Burgess Wealth Advisory.
- What questions should customers think through before talking to professionals about their project?
What rate of return do I need to earn to achieve my goals over a certain time period? What kinds of retirement accounts should I use? Do I know how much I want to invest yet?