FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We don't charge our clients for their Retire Well Road Map. Because of this we work with individuals and couples who are a good fit for our firm.
- What is your typical process for working with a new customer?
The first meeting is an introductory meeting and is a time for us to get to know you and for you to get to know us.
- What education and/or training do you have that relates to your work?
I have successfully completed the series 7 and 66 Securities exams and have the proper life & health insurance licenses. I have a B.S. in Finance from Brigham Young University and have been in the industry for 7 years.