| Advisor Profile |
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Business Description |
| Financial, Retirement Planning and Tax Preparation.
I specialize in individuals and small business needs. |
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| Prepared By: |
David Williams |
Frequently Asked Questions |
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| Q. |
Do you have a customer satisfaction or refund policy? |
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I don't charge for an initial meeting with a client. We start with the goal in mind to provide complete customer satisfaction. It is not my money, it is the clients. |
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What are your qualifications? What is your education background? |
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I have a BS degree and an MBA degree and many years of experience working with clients to help them achieve their goals. |
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What is your approach to financial planning? |
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Determine the clients goals and develop a plan to reach those goals. We develop a roadmap together and work to stay on track. |
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What services do you offer? |
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retirement planning
money management
estate planning
life insurance needs |
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| Q. |
How many clients do you currently manage? |
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Will you be the only person working with me? |
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Yes, I meet with my clients face to face each quarter |
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How are you compensated? How will I pay for your services? |
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| Q. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Do you offer any guaranteed results? |
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I work to have all my clients 100% satisfied. I encourage my clients to address any concerns directly to me. |
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| Q. |
How much risk should I be willing to take? |
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You should take no more risk than you want to. If you can not sleep at night worrying about your portfolio of investments, you are taking too much risk. |
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| Q. |
Have you ever been charged with any breaches? |
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