|Monday||12:00 noon to 8:00 p.m.|
|Tuesday||12:00 noon to 8:00 p.m.|
|Wednesday||12:00 noon to 8:00 p.m.|
|Thursday||12:00 noon to 8:00 p.m.|
|Friday||12:00 noon to 8:00 p.m.|
|Saturday||12:00 noon to 8:00 p.m.|
About this pro
I love working with Pam. She’s very kind, easy to get along with, and knows what she’s doing. She is such a blessing and has helped me greatly!Dec 14, 2017
Working with Pam has been great. She has shown us some ways of getting ourselves on the right track. She has shown us great choices, in Life insurance, Retirement funds and such. Pam works with you and doesn't force you to do anything you are not comfortable with.Dec 12, 2017
Pam was very knowledgeable and truly showed that she cared for our personal life and finances. She offered things to us that she recommended but never pushed us or made us feel like we Had to get the product. We now have our wills in place and are feeling more comfortable with our budget. Thanks Pam. You were a God send!Jun 6, 2017
Pam is very professional ,knows her products well. puts passion into her work. always looking to see what meets the needs and goals of her clients and to give them a positive and comfortable outlook on their future.May 21, 2017
Pam is great! Very professional and thorough - will go the extra mile to make sure she has the best product to meet your needs. I definitely recommend using her services; she will take great care of you!May 17, 2017
Photos and Videos
- What should the customer know about your pricing (e.g., discounts, fees)?We don't charge anything for our information. The information is free, but the impact it could have in your finances is Priceless. In lieu of a fee, we ask that you would refer us to 7-10 others who might appreciate the same life changing information. Our Financial Needs Analysis (think of it like a Financial GPS) is completely confidential, customizable, and complimentary for our clients, and we do not charge for house calls. We meet in the comfort of your own home, however, if you prefer to meet at our office or at some neutral territory, that is not a problem.
- What is your typical process for working with a new customer?The first step is to schedule an exploratory meeting to determine if our advice aligns with your financial goals.
- What education and/or training do you have that relates to your work?Fully licensed to assist clients in all areas we serve.