FAQs

You’ve got questions. Get answers here.


How much do you charge?

For insurance products, we are paid by the insurance companies, not by you.

Do I need to come to your office?

You may meet with us at our office or for your convenience, we will meet with you during business hours via Zoom.

Do I have to make a long-term commitment?

No. We can provide a one-time review with no obligation.

How do I get started?

Call or schedule an initial consultation through our online calendar. We'll determine if we are a good fit.

Does my spouse need to meet with us?

If addressing a single item like an IRA, your spouse's presence is not necessary. For personalized retirement or insurance strategies, we recommend involving your spouse in the process.

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