- What should the customer know about your pricing (e.g., discounts, fees)?
The initial phone consultation, financial plan, and GPS are complimentary. There are several ways we are compensated: - Through the investment companies we represent for managing and implementing investment accounts for our clients (Ex. Roth IRA's, 401k's, 529's, etc.). - Through commissions from insurance companies for implementing products that suit the needs of our clients - Through other companies that we partner with to implement other necessary items in a financial plan (Mortgages and Debt Consolidation, Wills, ID Theft Protection, etc.)
- What is your typical process for working with a new customer?
There are a few simple steps to complete the process or your own personal financial game plan: 1. Phone Consultation: A short phone call to discuss what you are looking to accomplish and if it makes sense to work together. 2. Initial Face to Face or Virtual Consultation: A casual meeting to learn the details of your personal and financial goals and dreams, while getting to know you and your family and what is most important to you. 3. Strategy Meeting: Here we will go over your plan and implement the strategies that will put you on the path to your financial goals and dreams.
- What education and/or training do you have that relates to your work?
We hold the following licenses and certifications: - FINRA Series 6, 63, 26, 65 investment licenses - Investment Advisor Representative (Series 65) - Life and Health Insurance - Variable Annuities - Mortgage Licensed (NMLS:2141514)