FAQs
- What types of customers have you worked with?
We perform several different services depending on the clients needs. We can simply set up an IRA (individual Retirement Account), or a college investment account, or we can sit down with you and develop an entire financial plan that takes into account your income, bills, etc. to develop a strategy to meet your long term financial goals or retirement.
- What advice would you give a customer looking to hire a provider in your area of work?
I would make sure to check the advisors certifications. Are they a CFP (certified financial planner), what other certifications do they have, how long have they been in business, how do they get paid?