FAQs
- What is your typical process for working with a new customer?
The first step is to do an initial phone consultation to identify if our Firm is a good fit for your needs. If we feel that we're a good fit for each other, then we will schedule a time to meet face-to-face.
- What education and/or training do you have that relates to your work?
FINRA Licensed Series 7, Series 66, and Life & Health License.
- What types of customers have you worked with?
We work with people needing financial planning and retirement planning services including those in need of long-term care and life insurance planning needs.