Who is my ideal client?
All of our clients have a few things in common. They must be responsible, can make decision based on facts, economic growth potential, and most importantly must be friendly.
We work best with families, professionals and business owners.
Are you broker?
Yes, we are brokers. We have access to a variety of different insurance companies.
We also work with a variety of investment companies and insurance companies for your investment recommendations.
What are your fees?
For insurance plans, there are no fees associated to your plan. We get paid directly by the insurance company.
For investments, the fee tends to be around 2% depending on your portfolio. will have two costs.
- Cost to invest- this is the fee you pay to have your investments professionally managed. This feel will be dependent on your portfolio selection.
- Cost for service- this is the fee you pay for our planning services. The fee starts at 1% but will be adjusted depending on your service needs.
Where can I find your reviews?
You can find all of our reviews under google. We are very proud of our client feedback.
Go to our contact page and go down to maps. You will have our star rating. Click on the reviews to see our client feedback.