Resources

Frequently Asked Questions

Questions we hear all the time — answered honestly.

Q: How does this work — what happens when I reach out?

The first step is a conversation — no paperwork, no commitment, no pressure. We spend about 30–45 minutes getting to know your situation: where you are now, what you're working toward, and what concerns you most. From there, if it feels like a good fit, we put together a roadmap and walk you through it in plain language. You decide what, if anything, you'd like to move forward with. There's no obligation at any stage.

Q: How do you get paid — and does it cost me anything to meet with you?

The initial conversation is completely free. For most of the products and services we provide — life insurance, health coverage, and many investment products — we are compensated through the product provider, meaning there's no direct fee to you. For comprehensive financial services, we'll always be transparent about how compensation works before you engage. You'll never be surprised by a bill.

Q: I've been with my bank for years. Is it complicated to move my accounts or investments?

It's much simpler than most people expect. In most cases we handle the paperwork and coordination on our end — you sign a transfer form and we take care of the rest. The process typically takes 2–4 weeks depending on the account type. We'll walk you through exactly what's involved for your specific situation before anything moves.