FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Analysis of clients current plan is free. With Country Financial you will receive personal service from a team of experts.
- What is your typical process for working with a new customer?
When meeting with a new client we will discuss where you are today and set goals for your future.
- What education and/or training do you have that relates to your work?
I am licensed series 6/63 for investments and also property/casualty and life/health.