Interview Q&A
How long have you been in business?
Since 1998
What is your primary product or service?
Investments, retirement and income planning.
How do you differentiate yourself from other businesses in your category and area?
We will not risk your money in agressive strategies. If we wouldn't feel comfortable using our own money, we won't feel comfortable recommending it to you. A safe, reasonable return with guaranteed income is always our goal.
How many locations do you have and do you have plans to expand?
We have one main office and four satellite offices.
Which areas do you service?
We work with those 55 or older who are retired or within 10 years of retirement.
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