FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I will meet with any potential clients for free. There is never a charge to talk with me. Its more important that I listen and see if I can help you. If we decide that I can find a solution for you that will help you improve your situation we can talk further about how this works. It is easier to explain how this works in person when we meet. There is no charge to meet or talk with me for any consultation or to ask me questions.
- What is your typical process for working with a new customer?
I start by thanking them for their time and consideration. The most important thing to do is listen to a potential client. Each client is different. My goal is to find a solution that best fits your needs or personal situation but I can only do this by listening and asking questions. I am a fiduciary. What does this mean? It means I will do whatever is in the best interests of the Client. That is my bond and my word and commitment to a client. My goal and objective is to help people with any financial matter that I can to help improve their life, help with retirement planning, life insurance or any other advice I can offer. I truly only want to help people. That is why I got into this business in the first place.
- What education and/or training do you have that relates to your work?
I have my Series 6, Series 63 and Series 65 licenses and my Life Insurance license. I have served and work on my company 401(k) committee for over 15+ years advising and guiding the company on the best options for our employees. I still do and will not change that as I am passionate about this. I have worked in Finance and Accounting for over 25 years. I have a MBA with my emphasis in Finance. I was personally trained as a Personal Financial Coach by Dave Ramsey's team in Nashville. I decided to become licensed because I wanted to be able to truly help people with financial planning and helping them with anything finance related. Its what I am passionate about.