Business Description
Value based financial road maps. Financial plans that work the first time. Complete Estate, Tax, Investment and Risk Management Planning. Fee based. We help you reach your dreams and goals.
Prepared By:	Keith Dorson
Most Recent Update:	04/25/2008

Frequently Asked Questions

Q.	Do you have a customer satisfaction or refund policy?

Q.	What are your qualifications? What is your education background?

Q.	What is your approach to financial planning?

Q.	What services do you offer?

Q.	How many clients do you currently manage?

Q.	Will you be the only person working with me?

Q.	How are you compensated? How will I pay for your services?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	Do you offer any guaranteed results?

Q.	How much risk should I be willing to take?

Q.	Have you ever been charged with any breaches?

Q.	What services do you provide? What are your specialties?

Q.	What is your experience? How many clients do you currently manage?

Q.	What financial institution(s) do you represent?

Q.	How do you charge for your services?

Q.	Do you provide a free initial consultation?

Q.	Why should I choose you as my financial advisor?

---

Q.	Do you have a customer satisfaction or refund policy?
You bet! We are 100% service based business...we want you happy at all times.

Q.	What are your qualifications? What is your education background?
Currently teach CFP students at a major university.

Q.	What is your approach to financial planning?
Value based. We listen to you and then custom design a custom financial plan that includes: Estate, Tax, Risk Management and Investment Planning.

Q.	What services do you offer?
Comprehensive Wealth Management. Everything to ensure that you and your family create and maintain a lifetime of income.

Q.	How many clients do you currently manage?
322

Q.	Will you be the only person working with me?
Yes

Q.	How are you compensated? How will I pay for your services?
Fee based. Hourly or percentage of assets under our management.

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Yes.

Q.	Do you offer any guaranteed results?
On my work - yes. All investment results - no. But, you will always have clear expectations.

Q.	How much risk should I be willing to take?
This will change each quarter based on your cash flow needs and ability to sleep well at night.

Q.	Have you ever been charged with any breaches?
Never.

Q.	What services do you provide? What are your specialties?
Tax Planning and reduction strategies. Complete estate planning. Comprensive wealth management. Risk-Management Analysis. Investment and Portfolio managment.

Q.	What is your experience? How many clients do you currently manage?
A decade in corporate america and another ten years in private practice. 322.

Q.	What financial institution(s) do you represent?
Independent.

Q.	How do you charge for your services?
A fee bases. Only get paid for actual work done.

Q.	Do you provide a free initial consultation?
First hour is at no cost. You get the opportunity to interview me and see I can provide the level of expertise and service you require.

Q.	Why should I choose you as my financial advisor?
Willingness to treat you and your family like mine, in each and every decision. The golden rule is alive and well.