FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
You will never receive a direct bill from us as we are paid by our product providers. Consultations and advice are always free so why not give us a shot???
- What is your typical process for working with a new customer?
I like to get to know my clients and their families to figure out what your wants and needs financially are. I will start by taking your financial temperature and basically figuring out your risk tolerance for where you're at and where you want to go. It's very much like a Dr. appointment; the more you bring to the table the better I can help you diagnose and plan your financial goals.
- What education and/or training do you have that relates to your work?
I'm currently licensed in both Nevada and California as a Life and Health insurance producer. My partner is also securities licensed so we cover the whole spectrum of Financial Services.