Frequently Asked Questions

Q. How long have you been in business?

A. We have been in business for more than 50 years.

Q. What is your rating with the better business bureau?

A. We are an accredited business with an A+ rating.

Q. What makes you different?

A. We handle each client’s portfolio with the same attention we give to our own family members, regardless of whether the client is just starting out or is a multi-millionaire.

Q. Can I bring in my current retirement plan for review or second opinion?

A. Yes. We will review the plan, offer feedback and clarify additional questions.

Q. When I am a client how often will we meet to review progress?

A. As often as you wish, at no additional cost. We strongly recommend at least once per year, but many of our clients enjoy quarterly or more frequent visits.

Q. Can I control my taxes in retirement?

A. To some extent, by making deposits into tax qualified plans, if eligible, and/or tax deferral. However, you should consult with your CPA or tax advisor regarding tax questions related to your specific situation.

Q. How do I avoid probate?

A. Proper estate planning and proper beneficiary designations are two places to start. However, you should consult with your attorney regarding probate questions related to your specific situation.

Q. Can the products you sell be set up to make a monthly payment?

A. Yes, and some products can be set up for more frequent or less frequent payments.