FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our fees are commensurate with our customized services that our client needs.
- What is your typical process for working with a new customer?
We want to work with our new customer at their convenience. We can discuss by phone or in a scheduled meeting at our offices. We want to listen to what they need and then gather all the required information and make a recommendation if we can help them.
- What education and/or training do you have that relates to your work?
We have over 30 years of financial and consulting experience. We are licensed in California to offer our services in accounting, insurance, pension and tax.