Frequently Asked Questions
What makes your approach different?
Everyone’s financial situation is different. You need a plan that works for you. We take a holistic approach to your financial situation. From getting out of debt to building wealth, we can help you create and implement a retirement plan that helps address your needs and achieves your goals.
What if I already have a financial advisor?
You deserve a second opinion to ensure you are on the right path to retirement. Have you ever gotten a second opinion about a medical procedure? You’re health is important. If you have to undergo a procedure, you want to make sure it’s necessary, you have the right people taking care of you, and that it’s going to be worth it.
Do I have to have a certain amount to work with you?
If you are coachable and want to win with money, we’re open to providing the guidance you need to make progress on your path to a successful retirement with the peace of mind you crave.
How much do you charge for your meetings?
NOTHING! Yes, you read that right. We have never charged for meeting with our financial professionals. If you decide to move forward with our suggestions, our team will be transparent about any costs and fees so you can make an informed decision for you and your family.
What financial education events do you offer?
Dinner Seminars – Our dinner seminars are a great introduction to the obstacles stopping you from achieving your retirement goals and how we can help you develop the right plan to fit your needs and achieve your goals.
Workshops – Our “Retirement Ready or Not” Workshops help you go through our Retirement Checklist to see if you are prepared for a successful retirement.
Money School Webinars – these biweekly opportunities offer you the chance to learn from anywhere you have an internet connection. The topics include “Maximizing Social Security,” “Hybrid Long Term Care,” and “My Love-Hate Relationship with Annuities.” Can’t attend the webinars live? Make sure to register and a replay link will be sent out after the event so you can watch at your convenience.
Give Us a Call to Schedule A Complimentary Consultation.
Call Toll Free: 877-313-4080
1407 Stephanie Way
Chesapeake, VA 23320
Regus Offices – West End
3900 Westerre Parkway
Building 3, Suite 300
Richmond, VA 23233
Newport News Office
Regus Offices – City Center at Oyster Point
11815 Fountain Way, Suite 300
Newport News, VA 23606
Toll Free: 877-313-4080