Q: How long have you been in the industry?
Barb has been in the industry since 2002.
Q: How many people work in your office?
We have an exceptionally talented support team. Cindy, Yan-Min, Steve, and Christina are here to help you with whatever you need.
Q: Do you offer fee for service?
Yes, we are able to offer this through the selection of certain products.
Q: I can get health insurance with you - do you offer any other types of insurance?
Yes, along with extended health and dental plan insurance, we can provide our clients:
- life insurance (term, permanent)
- disability insurance
- critical illness insurance
- long-term care insurance
- office overhead insurance
- emergency medical travel insurance
- group benefits insurance
- and health spending accounts – just to name a few.
Give us a call to find out how we can create a solution for your situation.
Q: Do you have a minimum?
- We do not have an account minimum when considering working with potential clients and referrals.
- The most important factor when deciding on working with you is overall fit, including items such as:
- Are you looking for someone to advise you and be a steward of your financial plan and roadmap?
- Do you take an active role in your finances and desire to improve your financial position?
- Do we have similar values and expectations in regards to the client/advisor relationship?