Our team approaches financial planning with integrity and passion being our driving forces.
Building a finanical plan depends on the individual/individuals' needs, wants, and desires. Every plan is different.
Our first job is to listen to you, and learn what is important to you. Then we begin the task of gathering information from you, and building the plan, which might include investment and insurance strategies, addressing estate or business planning needs, all while making sure we do so with the a quality service you will enjoy.
We offer investment services, life, disability and long term care insurances, estate planning, business planning, and multiple other services.
The relief on our clients' faces when they have a plan they know will work for their needs, desires and wants.
And to know that our clients and their families are taken care of in the risk management area against things like a life altering disability or even an unexpected death.
Comfort with finances
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
The first step would be to talk with them to see exactly what they are wanting to accomplish with a finanical plan.
We usually work with clients who are executives, business owners, physcians, pharmacists, dentists or other high earning professionals. We also work with retirees who are needing help managing retirement.
What education and/or training do you have that relates to your work?
I have the investment licenses 6 and 63 along with life insurance licenses in multiple states, and hold the designations of ChFC and CLU.
Do you have a standard pricing system for your services? If so, please share the details here.
There is no one size fits all scenario here in our office. Every plan is different and thus pricing is different.
Where we differ from other planners, is we do not charge for our planning services. We get paid if we offer recommendations and the client decides to act on those recommendations.
How did you get started in this business?
I was recruited by a friend who was the recruting agent for this area.
What types of customers have you worked with?
Retirees, physicians, attorneys, other professionals, and business owners.
What advice would you give a customer looking to hire a pro in your area of expertise?
Get to know them, be wary of anything that sounds too good to be true. Look at the company in which they are promarily affiliated with, and the ratings of that company.
Unfortunately as with bad doctors or attorneys, there are also bad finanical advisors/planners, who have their bottom dollar as their driving force, not your needs.
What questions should customers think through before talking to pros about their needs?
Will I listen to the pro or do I have a pre concieved idea of how I should be working on my financial plan.