FAQ
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What are your qualifications? What is your education background? »
28 years of working with individuals, families and small businesses on a one on one basis. Graduated with a business degree majoring in accounting and taxes from Roosevelt University.
What services do you provide? What are your specialties? »
Total financial planning to individual goal planning. Investment, Retirement and Income Planning are our specialties.
How are you compensated? How will I pay for your services? »
On a fee basis
Do you provide a free initial consultation? »
Yes.
How much risk should I be willing to take? »
It depends. We take a risk questionnaire and ask additional questions to assess the appropriate risk level and review that at least annually if not sooner.
Have you ever been charged with any breaches? »
No.
What financial institutions do you represent? »
None. We are totally independent and represent our clients’ interests first and foremost, but have TD Ameritrade and several other choices to hold or trade investments, IRAs, 401K Plan Rollovers, etc.
What are your fees for this service? »
It depends and is discussed and determined on a client by client basis. Our Form ADV also discloses this in greater detail.