FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer a free, no-obligation consultation. Some services are fee-based, others are commission-based—we’ll always be transparent so you know costs upfront.
- What is your typical process for working with a new customer?
We start with a simple conversation about your goals and what it is you're trying to accomplish, then build a personalized plan. We educate you as we walk you through all options, implement together, and adjust as life changes.
- What education and/or training do you have that relates to your work?
Our team's education includes BS Degree in Finance, Registered Financial Consultant (RFC®), Basic and Advanced Estate Planning certifications, authorized Infinite Banking and Bank on Yourself practitioners, along with decades of various Financial Product, Insurance and Ethics certifications and training with decades of experience working with thousands of clients since 1963.