Frequently asked questions
How can we approach?
You can submit your inquiry using Contact page or using the contact section in the page footer.
What is your expertise?
We are team of state licensed financial professionals trained in designing unique financial strategies for solving needs such as kids college education planning, personal and income protection, retirement planning strategies and tax saving strategies and market risk mitigation investment strategies.
How much does it cost?
We don't charge any fee for the financial education or guidance. We provide education based on the financial need analysis. If you are interested further we can work with you and design the appropriate solution.
Do you offer free second opinion?
Yes, we can review existing design and provide our recommendations.
Can I become partner with you?
You can reach us by providing your details using Contact section. We will help you get started, provide training and mentorship.
What providers you work with?
We have access with best rating and 100+ yrs companies. We will choose the solution and provider based on your needs and goals.