Frequently Asked Questions

There is no charge to talk to us! During this discovery phase the goal is to see if we have solutions to your needs. The type of service or investment we suggest may or may not have fees attached depending on the type of program. Many plans waive fees under certain conditions.

It is simply a way for us to pinpoint where to focus our time. Someone recently retired may need to determine which assets to use to supplement pension or social security income. Somebody retiring several years from now may want to reposition certain assets now to guarantee availability later. Others have all the income they need but want to focus on outpacing inflation and growing their assets without taking on too much risk. And finally, some want to make sure assets will pass on to beneficiaries in an adequate and efficient manner.

I will email links to the plans available in your primary state of residence...