| Advisor Profile |
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Business Description |
| Seeking individuals with net worth of 3 mm and above, but willing to help ALL, just call... 443-760-5895 |
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| Prepared By: |
Rich Wason |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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If you are at all dissatisfied with the level of service rendered you can receive all monies deposited up to the 30 days (free look provision) |
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What are your qualifications? What is your education background? |
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BS Industrial Psychology/ Finance, Fairleigh Dickinson University |
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What is your approach to financial planning? |
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Total overall assessment value system. |
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What services do you offer? |
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All financial products, from basic individual term to business financing. |
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How many clients do you currently manage? |
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Will you be the only person working with me? |
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That would depend on the services needed. |
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How are you compensated? How will I pay for your services? |
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Initial consultation is no charge, compensation is based on the particular product selected, most of the times there is no fee directly from the client to advisor. |
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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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Based on the product selected, there are some guarantees. |
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How much risk should I be willing to take? |
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Based on the product you desire. We will preform a risk assessment at initial consultation, to determine your tolerance. |
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Have you ever been charged with any breaches? |
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What carrier(s) do you represent? |
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Top 40 and, an a all carrier for challenging cases. |
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Are there any pre-existing conditions that you can not cover? |
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Full Blown AIDS. Kidney Dialysis, Incarceration, Hep C |
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How long does it take to complete the application and approval process? |
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"EasyApp" 10mins via phone or email, provide ht, wt, & dob. instant approval, larger case amounts (5mm+) require a bit more details 24-48hours. |
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Is there a maximum age that you can insure? |
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What services do you provide? What are your specialties? |
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Financial analysis and recommedations |
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What is your experience? How many clients do you currently manage? |
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What financial institution(s) do you represent? |
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Waddell and Reed (referral only) |
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How do you charge for your services? |
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a base of $850 to a max of $2500 per |
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Do you provide a free initial consultation? |
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Why should I choose you as my financial advisor? |
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High standard for integrity and responsiblity |
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