FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Consultation and quotes are free, but we are sure you will find value in just meeting and going over the available options.
- What is your typical process for working with a new customer?
It's similar to a doctor patient relationship. We ask a lot of questions to determine your financial situation, educate you on different options, and then put together a plan to help you meet your financial goals.
- What education and/or training do you have that relates to your work?
I hold a bachelors degree in Accounting from the Isenberg School of Management. Continuing education classes are always in session. We are constantly expanding our knowledge and business to cover all areas of financial planning, which include tax planning, accounting, retirement planning, life insurance, long term care, medicare, and disability insurance.