FAQs
- What is your typical process for working with a new customer?
Consultations typically start with a general conversation about a client's needs and concerns. Then we discuss what the ultimate goals are through a goal setting and discovery process. We then analyze a client's existing assets and structures to determine areas of focus. Finally, we determine specific solutions to achieve goals. Each client receives custom-tailored solutions to meet the needs of their specific situation.
- What education and/or training do you have that relates to your work?
We have nearly 20 years experience in the financial services industry.
- What types of customers have you worked with?
We work with numerous types of clients including: Young Professionals Pre-retirees Current Retirees Small Business Owners Pre Medicare and Medicare Beneficiaries