Business Description
Prepared By:	Bruce Deck

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?

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Q.	Do you have a customer satisfaction or refund policy?
Yes - If we are not able to provide solutions or strategies that are beneficial to you then there is no charge for our service. This is our risk free offer to learn how we can help you.

Q.	What are your qualifications? What is your education background?
Certified Financial Planner (CFP), Cetified Investment Manager (CIM) Financial Management Advisor (FMA)

Q.	What is your approach to financial planning?
Fee for service solutions to improve your existing wealth management.

Q.	What services do you offer?
Total Wealth Management Solutions.

Q.	How many clients do you currently manage?
N.A.

Q.	Will you be the only person working with me?
We use a team based approach.

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

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
We can provide discretionary or non-discretionary solutions for you.

Q.	Do you offer any guaranteed results?
We guarantee we will try our best to help you.

Q.	How much risk should I be willing to take?
Depends on your comfort zone.

Q.	Have you ever been charged with any breaches?
Trust and integrity are the corner stones of our industry and there is no room for fraud or illegal conduct.

Q.	What services do you provide? What are your specialties?
Total Wealth Management Solutions. Improving clients existing plans & wealth management in several ways.

Q.	What is your experience? How many clients do you currently manage?
20 years. N.A.

Q.	What financial institution(s) do you represent?
Various, we chose to be independent for our clients benefit.

Q.	How do you charge for your services?
Fee for service.

Q.	Do you provide a free initial consultation?
Yes.

Q.	Why should I choose you as my financial advisor?
Because we are independent thinking, trusted advisors.