The financial services industry has had its share of bad representatives. Most people can share horror stories of friends, family or acquaintances that were "sold" something they didn’t want or need or didn’t understand. I’m a CPA by training and have never been good at selling anything. Yes, we have to make a living and we do make money when we put products in place for clients. However, you’ll find that through our processes, we focus on putting a plan in place first, and then IF we’ve earned your trust, we will turn toward the implementation phase and the products necessary to help achieve your goals.
