FAQs
- What types of customers have you worked with?
The most common types of jobs I handle for my clients are income planning, asset protection, and transfer of assets(in the most tax efficient way possible).
- What advice would you give a customer looking to hire a provider in your area of work?
Ask for current clients as a reference and years of experience.
- What questions should customers think through before talking to professionals about their project?
This is a profession of helping people and properly using the tools available.