Intervest International
About
Comprehensive wholistic financial planning using state of the art software to realistically evaluate and project goal attainment. Smaller practice so concierge level service. Phone/video conferneces, in between face to face meetings. Have all needed business partners, estate planning and tax professionals for an integrated approach. Subject matter expert on mlitary and government employee benefits.
The world is too complicated and moving too fast to leave your financial goals to chance. I love educating and advising clients to make smart choices with their money with an approach that is individualized and tax efficient and covers whether they die too soon, or live too long!! Really enjoy helping famlies get started on a plan or mid-career, making sure they are on the right track. I use technology to be more efficient and to help educate clients!
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Frequently asked questions
What is your typical process for working with a new customer?
First conference is an exploratory meeting to determine fit. Then data and goals will be gathered and recommendations made based on them. Implementation is the key to getting on the right track and I take care of that if desired.
Do you have a standard pricing system for your services? If so, please share the details here.
Fee and/or commission depending on client's desires.
How did you get started in this business?
I knew that military members could be financially successful, but with the lifestyle and intense career demands, needed someone to handle and advise them. I started after my military service in the Army.
What types of customers have you worked with?
Active duty military, government employees, small business owners, C level executives. People just getting started, mid-career, and in retirement.
What questions should customers think through before talking to pros about their needs?
What would be the ideal relationship for them? What do they worry about at night? Is you family financially secure if you die too soon, or live too long?