fREQUENTLY ASKED QUESTIONS
Our FAQ section should provide you with some of the most commonly asked questions. If you do not find something you are looking for, please get in touch.
What will Financial Advisor do for me?
Financial Advisors work with their clients to developed a plan to acheive their personal goal. The advisor's plan would contain specific details such as where and how long the money would be invested and different ways of funding the investment. The advisor then periodically monitors the plan and makes adjustment as needed.
What knowledge is needed to start investing?
No background knowledge is needed to start investing. Many of our clients do not want to have an active role in the investing process. We provide the knowledge each person asks for.
How much money do I need to start investing?
Some of the companies we work have low account minimuns and accept as little as $50 to open an account.
Which Investment Strategy Makes the Most Sense?
No one strategy works for everyone. A person's time frame, experience and risk tolerance are taken into consideration to develop their own personal financial plan.