Frequently Asked Questions
Why choose you? What value do you bring to your clients and their money?
I help my clients make, grow, save, and protect their money while empowering them with the knowledge to build and transfer authentic wealth—foundational, intellectual, and financial wealth that lasts for generations.
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I focus on strategies that maximize returns, minimize taxes, and safeguard assets for long-term security. But more importantly, I believe wealth is not just about money—it’s about the values, habits, and vision you pass on.
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When you work with me, you’re not just securing your financial future—you’re creating a legacy that empowers your family for years to come. That’s the difference I bring.
Are you a Fiduciary, and how do you prioritize my best interests?
By law, I am considered a fiduciary. But beyond legal obligations, my core values drive me to always act in your best interests. Being in a position of financial trust, I carefully recommend strategies and solutions that align with your unique goals and financial needs. My dedication to transparency and integrity ensures that your priorities always come first.
What are the fees or costs associated with your services?
I don’t charge any fees. My compensation comes from the financial institutions I work with when you choose their products, so there are no direct costs to you. I am product and strategy agnostic, which means I focus solely on finding the right solution tailored to your financial goals—without any bias toward a specific product or provider.
Do you recommend commissioned products, and how does that impact your advice?
Yes, I work with commissioned products, but I only select A+ rated financial institutions to ensure your money is with the most reputable providers. My recommendations are always tailored to your goals and best interests, so you can trust that your financial well-being is my top priority.
Who holds my money or manages my investments?
The A+ rated financial institutions I partner with securely hold your money. These trusted providers are known for their reliability, stability, and excellence in the financial industry, so you can feel confident that your finances are in safe hands.
Can I work with you part-time or full-time in a professional career?
Absolutely! I provide opportunities for entrepreneurial individuals to build a rewarding part-time or full-time career. With full training, support, and access to industry-leading tools and resources, I’ll help you succeed in the financial services industry.
Is there any obligation to purchase anything or pay fees after the free consultation?
No, there is absolutely no obligation to purchase anything or pay any fees after your free consultation. My goal is to provide you with valuable insights and help you make informed decisions about your financial future. Whether you choose to move forward with my recommendations is entirely up to you.