FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Again, a consultations and financial plans are COMPLIMENTARY/CONFIDENTIAL/NO OBLIGATION. I’m paid a commission from the companies I recommend as well as a percentage of assets I manage.
- What is your typical process for working with a new customer?
I get to know who they are, what motivates them & what their goals are. Then I take them through a COMPLIMENTARY/CONFIDENTIAL/NO OBLIGATION financial game plan in order to make suitable recommendations for improving their financial situation if possible. If it ain’t broke, I won’t suggest any adjustments!
- What education and/or training do you have that relates to your work?
-15+ years as a self-employed entrepreneur -Licensed Insurance/Annuities Producer in multiple states -Leads of team of 4 other licensed representatives -Bachelor Degree of Business from Penn State University