FAQ - Frequently Asked Questions
All you need to bring is your yourself and a mindset ready for change. Documents will be needed for future sessions, but your financial consultant will let you know when and what documents are needed
You may pay online through our payment portal.
Our payment portal accepts visa, mastercard, discover, and AMEX, you may also pay with banking account and routing number. Once your payment is processed, you will receive a receipt. This is only applicable to financial consulting appointments; as there is no fee for insurance and annuity appointments
We are grateful to be able to meet clients all across the United States. Appointments can be scheduled at our office in Columbia, MD or online via zoom.
While we recognize that life happens and schedules change; we kindly and respectfully ask for at least 48 hours advance notice if you to schedule or change an appointment. This will allow other customers an opportunity to fill the slot and get the help they need. No-shows and/or reschedule requests received with less than 48 hours notice will be subject to the $50 late cancellation charge.
The best way to refer family or friends to your consultant or agent is by sending an email between your client referral and your financial consultant to introduce them and with your referral’s permission, provide the financial consultant with their phone number and your consultant will proceed from there.