FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My system is flexible to offer all types of pricing in my industry which include hourly rates, flat fees, management fees and commissions.
- What is your typical process for working with a new customer?
I am a wealth advisor primarily for a select group of individuals that value financial security and among other goals strive for a work optional lifestyle. I have developed and refined a process called TRP that puts all of the pieces of the puzzle together as their lives unfold and their needs evolve.
- What education and/or training do you have that relates to your work?
Dennis holds his series 6, 7, 63 and 66 securities license as well as the Certified Financial Counsellor (CRC) designation and is specialized in offering all investment and insurance options when designing customized blueprints and strategies for his clients. He is able to act in the best interests of his clients, rather than being limited to a specific product or institution. NOTE: Effective April 7 2017 The DOL has passed a new ruling regarding the suitabilty versus fiducial responsibility of an advisor. Dennis has the licenses required for this change in the industry.