FAQ
WHAT IF I’M NOT A DISNEY EMPLOYEE?
I am able to work with anyone as long as I think I’m able to help. I’ve worked with people of all different walks of life, jobs, and wealth.
WHAT IF I’M NOT NEAR RETIREMENT?
If I believe I can help, I’m happy to work with people in varying stages of life.
WHAT IS FEE-ONLY?
I am compensated only by the client without earning commission of any kind for product sales or referrals.
WHAT IS A FIDUCIARY?
Legally sworn and obligated to always place the interest of the client ahead of their own.
ARE YOU A FIDUCIARY?
Yes. I am legally bound and obligated to always place the best interest of the client ahead of my own.
AREN’T ALL FINANCIAL ADVISORS FIDUCIARIES?
No. Sadly, most financial advisors are not fiduciaries or they are fiduciaries sometimes.
WHAT IF I DON’T LIVE IN THE ORLANDO AREA?
I serve clients all over the country using video chat, phone, email, secure technology and tools that make it an easy and simple process.
WHAT IF I’M NOT TECH-SAVY?
If you’re local to the Orlando area, we can meet in person. If not, I’m very comfortable using old-fashioned paper, snail mail and phone.