Some people say you need $250,000, $500,000 to work with them. I say if you have a pulse, I have a strategy for you. It may mean getting you out of debt first, then bring you back in 6 months or a year when you have a cash flow and some other assets to start a retirement plan based upon your goals.
You Ask, We Answer
Answers to Frequently
Asked Questions
What happens at a first visit? What should I bring?
Bring some statements, a profile folder, and we’ll have a consultation that doesn’t cost you anything.
Can I meet with you if I already have an advisor?
If your advisor hasn’t been talking to you about the things mentioned on our website, absolutely. Get a second opinion.
How do I get paid? Is there a charge to meet?
I am a fiduciary. I could charge up to $5,000. I don’t charge anything. When I set up some accounts for you, I get paid. I don’t ever charge you a fee to meet with me.
How often do you meet with clients?
We try to meet once a year, but some of our strategies are on cruise control, and we may go 2, 3 or more years.
What professional designations do you have?
I am an Investment Advisor Representative (IAR) and hold multiple Life Insurance licenses.
Who would benefit from a meeting with you?
If you have a pulse you could benefit. When we meet if I can’t help you, I will tell you.
What is the most successful outcome you have produced for a client?
My clients are average hard working Americans. We help them avoid market losses, eliminate bad debt and increase tax free income.