Frequently Asked Questions

What is the #1 concern about retirement?


What differentiates you from others?


What’s key when reviewing financial professionals?


Are clients interested in “chasing winners”?

Chasing yesterday’s winners may not be the best way to pursue your financial goals.


When is the next course I can attend?

Click here for our course listing.


I have attended a class, what do I bring to my lab appointment in your office?

For the first time we meet with you, we have created a very easy tutorial of exactly what to bring. Click here for the detailed letter describing lab appointment necessities.