About
We specialize In business and personal planning aspects; independent from all institutions, whichever solutions fit our clients that's what we recommend. Our specialty is reviewing and correcting insurance products and retirement plans. We have extended a number of case studies from simple term cost saving replacement to advance product design Of permanent life insurance policy for retirement purposes.
It's constant tailoring and challenging to keep up with all the updates and the companies product lines and strength. However, in order to be able to offer the best solutions to our client's needs, we must keep our selves up to date with everything.
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Sean S.
Frequently asked questions
What is your typical process for working with a new customer?
A free consultation with a customer and knowing more about them and their needs.
Reviewing what they are currently doing to see if fits their goals and plans.
Adjust or implement as if necessary for the client, if not keep monitoring the current plan and its progress on a yearly basis.
What education and/or training do you have that relates to your work?
My team and I have been in business for about 10 years, and have over 600+ clients. We have reviewed over 2000 life Insurance policies and able to fix the ones that we could help.
Do you have a standard pricing system for your services? If so, please share the details here.
We believe doing showing the value for clients and earning their business. We can charge, but that is not how we build our practice.
How did you get started in this business?
By looking for a great Financial adviser, However, I couldn't find someone that is knowledgeable in all areas, and have a great reputation. So I took the initiative to learn and build my practice from day one. Luckily I have been fortunate to learn from the best.
What types of customers have you worked with?
We do both business owner's, and Individual. We work with High Net-Worth or employees. Our Philosophy is helping everyone with the best advice without their social status.
What advice would you give a customer looking to hire a pro in your area of expertise?
Contact us for a review of their solution and we will let you know If it's a great way or not.
What questions should customers think through before talking to pros about their needs?
They should actually let the pro jump into their solution than double check their work. That way they know If the Pro is on the sale side or providing a solution. You just have to make sure that you don't commit to anything.