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FAQ

Frequently Asked Questions

Q : How to Switch Banks?

A: If you’re going to write checks or use online bill pay, start writing checks from the new account and fund those payments by transferring money from your old account.

Q : Why should I spend money on a financial advisor?

A: Most commonly, individuals seek the help of a financial advisor for retirement planning. But they can do much more than that. You can get help with college savings, work on household finances and even get out of debt with the help of a financial advisor.

Q : Can I get help with  my credit card debts from a financial advisor?

A: Absolutely. Clients can work with a licensed financial advisor to pay off their debts and get back on track financially. Financial advisors have access to programs most individuals can’t get into on their own, and they have connections in the financial industry most of us simply don’t have.

Q : I am already in  debt. How can I afford a financial advisor?

A: The help of a financial advisor may be less expensive than you might think. Depending on the help you are looking for, you could be looking at a fee only situation or commission based pricing.

Let`s start planning your financial future today

1

Talk

Actually, We’ll listen as you explain your needs, dreams, and fears. Then create a personalized plan that explains how we can help you reach financial goals.

2

Act

We work together to implement the plan. Then We keep you updated on where you stand and adapt to the plan as life will happens.

3

Relax

I`m here for you whenever you need. Call me at any time, Daughter got engaged? Congrats – I`ll help you figure out how to pay for the wedding!