FAQs
- What is your typical process for working with a new customer?
The purpose of our first meeting is to determine if we are a good fit. We simply talk to learn about your goals and concerns. There is no cost for this meeting. We are only compensated once someone becomes a client.
- What education and/or training do you have that relates to your work?
We are licensed Investment Advisor Representatives which means we have a fiduciary duty those we assist. Additionally, we are insurance licensed.