The Process Starts With You
You have made a lifetime of successful decisions that have accumulated into a fairly large sum. You do not want to lose it. You do not know who to trust. We get that. You must simply study the wake of a person or organization to know if they are trustworthy. Are people smiling and enjoying life in the wake or is there weeping and bitter feelings?
That being said, we do not take in clients 'off the street'. A new client must be referred and/or go through our application process to qualify for the title of 'FIC Client'. It is only fair to our current clients who have already said 'Yes' and need and want our professional attention. We follow this protocol to honor them and the ethics we have adopted from the credentials we have earned. Just fill out the Contact Us page appropriately to begin the process.
That being said, we do not take in clients 'off the street'. A new client must be referred and/or go through our application process to qualify for the title of 'FIC Client'. It is only fair to our current clients who have already said 'Yes' and need and want our professional attention. We follow this protocol to honor them and the ethics we have adopted from the credentials we have earned. Just fill out the Contact Us page appropriately to begin the process.