Q: I don’t have a 401k, I have a pension plan. Is there anything you can do to help me?
Q: What company’s products do you sell?
A: Our business focuses on planning, not selling products. We work with a variety of different companies to find the products and services that work best for each individual client.
Q: Can you help me decide the best time to take my Social Secuirty?
A: Yes! We offer complimentary Social Security Maximization Reports.
Q: I think I may pay too much in taxes. Can you help me?
A: Yes, we can work with you to make sure your taxation is minimize
Q: I would like a better return on my investment than what I am getting from my CD at the bank. Can you help?
A: Yes – we have access to various companies with different products and often can get you a much better rate.