FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer free consultations to make sure we are a good fit for working together.
- What is your typical process for working with a new customer?
We work one on one with our clients to ensure they understand the products that we offer. Every question is answered and we pride ourselves on providing clients with expert service.
- What education and/or training do you have that relates to your work?
All of our agents are CA Department of Insurance licensed with over 10 years of experience in working with financial investments.