FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My services are free. I do not charge for any phone calls or guidance... Investments are per client, based on the specifics of their planning
- What education and/or training do you have that relates to your work?
18 years experience in the financial industry
- How did you get started doing this type of work?
My first job was at a hedge fund