Ask Us Anything:

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, and Alyssa 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 know I can get my health insurance with you, but 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?

Are you ready for an Exceptional Experience?

If you're willing to take an active role in your financial future, we want to work with you. If you have questions about anything that may impact your financial goals, give us a call or send us an email and we will do our best to find the right answer for your circumstances.

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