FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We are independent advisors, not employees of a bank, brokerage, or insurance company. We have a fiduciary responsibility to act in our client's best interest at every step of the way. Our Financial Planning and Investment Management services are strictly fee based. No commissions or any other hidden fees.
- What is your typical process for working with a new customer?
We have found that the best way to determine if a client and advisor have the basis for a successful, long-term working relationship is to have in person meeting in which both the prospective client and advisor are free to ask questions, share experiences and determine expectations. These meetings are free of charge and typically take between 30 and 60 minutes.
- What education and/or training do you have that relates to your work?
Bachelor of Science in Business Administration - University of Central Florida - CERTIFIED FINANCIAL PLANNER Professional