FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Everything is transparent with my pricing. Clients will be explained what they are getting and the amount it will cost.
- What education and/or training do you have that relates to your work?
I am attending seminars and webinars frequently to make sure I remain up-to-date on all the changes and potential changes to the laws and financial situations.
- What types of customers have you worked with?
Helping clients with succession planning. This can be either the exit strategies for business owners for retirement or individuals who would like to pass their assets efficiently to the next generation. Another area where I have been helping clients is with many of the issues involved with athletes and entertainers. Lastly, I have worked with many people involved in the sale or purchase of real estate.