Frequently asked questions and our candid answers

For your convenience, we’ve compiled a list of questions we’re often asked, together with our answers. If you have any additional questions, please don’t hesitate to contact us.

  • Q. What do you do?
  • Q. How do you get paid?
  • Q. Do you have a specialty?
  • Q. How do you handle investments?
  • Q. Do you sell insurance?
  • Q. Do you prepare taxes?
  • Q. Do you set up wills and trusts?