FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Over here in our firm we do not charge for advice. We believe people deserve financial education and value for them and their families at NO cost.
- What is your typical process for working with a new customer?
We do have a busy schedule, so booking an appointment on our calendar is the best process for organizing a time and date to perform on the appointment. The appointment will take place on zoom and it's just a presentation of great information.
- What education and/or training do you have that relates to your work?
I Have two years of experience, excelling rapidly in the industry holding multiple licenses such as the life producer, series 6 & 63.