Spanish Hills Financial
About
I try to find ways of helping people that are most importaint them even though it may not be financially beneficial to me at the time.
I have a lot of experience working with accountains, attorneys , insurance people and financial Planners with my clients.
I'm a Chartered Financial Consultant ChFC which is one of the real financial planning certifications and I read and take courses to keep up with current financial,Tax and Legal issues,
I enjoy most People and usually can help them sort things out. I've learned that if you help people ,even if I can't make any money , they may comeback or refer some one else who needs my services that I can get paid by.
Highlights
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
Start by asking a lot of questions to find out where my clients are and where they want to be.Determin what of anything I can do to help them achieve their goals
What education and/or training do you have that relates to your work?
I'm a real financial planner with extensive training from the American College. I'm a Character Financial Consoltant (ChFC).
Do you have a standard pricing system for your services? If so, please share the details here.
I give a free consultation and find out what type fees or commissions the clients perfer.
How did you get started in this business?
I started in the insurance business and moved into Financial Planning over the years.
What types of customers have you worked with?
I've worked with almost anyone tryed to help in any way I could or found some who could.My Clients generally need and can afford a Financial Planner.
Describe a recent event you are fond of.
Becoming a Grand Parents. I have two little girls who are great fun to play with. We have moved to Be near them.
What advice would you give a customer looking to hire a pro in your area of expertise?
I you are in or near retirement you need a real Financial Planner not just someone interested in managing your money. They should be A CFP or ChFC these programs require intensive Study that cover a broad area in Investments,Taxation, Estate Planning and Insurance. Wealth Management is just an other name for an investment person.
What questions should customers think through before talking to pros about their needs?
Put together information on your current finances. Also Also gather insurance, legal documents and anything else you have questions about.Review all of this information before your first meeting.