FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My goal is to provide exceptional service at a very competitive price
- What is your typical process for working with a new customer?
The process starts with an explanation of my practice, background and experience. Next we discuss goals and objectives. After the client provides the appropriate information, I will provide a written recommendation.
- What education and/or training do you have that relates to your work?
My business was organized 13 years ago. Additionally, I have a Masters degree. I served as an Employee Benefits Manager for a major University, a Retirement Counselor for the State of Georgia. I was a Financial advisor for IDS/American Express.