Frequently Asked Questions

How much does it cost to meet?

There is absolutely no obligation for your initial consultation!

What areas does your team/office assist with?

Asset Protection and Risk Management
Investment and Retirement Planning
Business Planning
Financial Planning
Tax Planning Strategies
Estate Planning Strategies

Why are retirement plans important? How do I save for one?

Retirement plans help you save money for your future and ensure that you have enough money to live on when you retire. To save for retirement you start with setting a retirement goal, estimating expenses and determining how much to save each month. Don't stress about it! Our trained financial professionals can help you!

Do I need life insurance?

Whether you need life insurance or not depends on your individual circumstances and financial goals. If you have dependents who rely on your income, life insurance can provide financial support for them if you pass away.

Where can I see all my accounts in one place?

eMoney: this is your personal financial website where everything that is linked can be viewed in one place.

How do you meet with clients?

With the advances in technology, we know there are many ways to connect. With that said, we really enjoy sitting down face to face with our clients. We can connect by phone, virtually or in person. We want to meet you in the manner that is most convenient for you.

What makes you different from other advisors?

Our team will take the time to get to know you and your specific situation -- only then can we try to make the best recommendations possible. Each person has a unique set of circumstances and a generic approach, more often than not, does not work.