FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our business is 100% referral based. We don’t charge a fee by sitting down with our clients. Our pricing is fixed in some products and in others there is a discount based on the amount of investments and figures. On top of that, we offer a Complimentary Financial Plan and on-going annual review. No Risk approach. If we can’t improve your situation, we will not do business with you.
- What is your typical process for working with a new customer?
Our typical process takes from 3-6 hours to put together a plan and implement it. Our first goal is to find out your current financial position, your financial goals and time frame. From there we walk you through a step by step program to achieve your goals and dreams. During the process you will learn different financial strategies and concepts that will get you financially independent overtime.
- What education and/or training do you have that relates to your work?
I am Certified in Life Insurance and Investments. I have both licenses. We have extensive training on how to help families with different situations and ages. Our business focuses on the following: Life insurance Retirement (401k, IRAS) College Plans Estate planing Debt elimination Legal Services- Estate Planning Identity Theft Plus: Home security and automation referral program. Complimentary Financial Needs Analysis