FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Up-front fee quoted based on what work needs to be done. No surprises!
- What is your typical process for working with a new customer?
Free initial consultation - encourage calls and conversations. Client comfort factor most important issue!
- What education and/or training do you have that relates to your work?
One of the most educated professionals you will find- CPA, Attorney, Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and - most importantly- 35 plus years of experience! Have negotiated and represented clients before the IRS and in Tax Court. BS in Accounting from University of Notre Dame, Law Degree from Loyola University Chicago.