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FAQs

• What should the customer know about your pricing (e.g., discounts, fees)?

  My team and I offer a complimentary initial phone consultation with all prospective clients. We are compensated in several ways for working with clients: 1. By insurance companies through a commission for implementing insurance products that address defensive gaps in client's planning such as long-term care, disability and life insurance. 2. By broker dealers for implementing and managing investment accounts we provide advice on (IRAs, Roth IRAs, SEP IRAs, Non Tax Qualified Accounts, 529 Accounts, etc) 3. Fee-based financial planning engagement if we decide there is enough complexity where a fee-based plan is appropriate. Depending on the complexity a fee-based plan is typically $1000-$5000. NOTE: for the vast majority of clients we work with we DO NOT charge for a financial plan and offer the financial planning as a complimentary service for active clients but are happy to build a fee based plan together in a fiduciary capacity. 4. Networking/Introductions - referrals are extremely important and valuable to us and clients typically will introduce us each year to several friends/family/colleagues of theirs that they care about and think would benefit from learning about the work we do.

• What is your typical process for working with a new customer?

  My team and I run a national financial planning practice working efficiently and virtually with clients all over the country. While we are geographically located in Milwaukee, WI and have the ability to meet in person with local clients, nearly all meetings are held via remote video conference or over the phone. We also have business partners throughout the country that we are happy to connect you with for a face to face meeting if desired. 1. Discovery meeting/initial phone consultation to learn what's on your mind and what's important to you 2. Recommendations review meeting to share specific strategies 3. Refinement/Implementation meeting 4. Periodic review meetings with active clients (anywhere from quarterly to annually or as needed on an adhoc basis)

• What education and/or training do you have that relates to your work?

  CERTIFIED FINANCIAL PLANNER™ Professional (CFP) Chartered Life Underwriter (CLU) Chartered Financial Consultant (ChFC) Retirement Income Certified Professional (RICP) Certified in Long-Term Care (CLTC) Fellow, Financial Services Institute (FFSI) Fellow, Life Management Institute (FLMI) Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities - WI and numerous other states FINRA Series 6 & 63 Associate in Customer Service (ACS) Million Dollar Round Table (MDRT), Qualifying Member