Common Questions |
Common QuestionsHow can there be no obligation?We are confident with the work that we have done with families over the years that most people we meet will have some need for our products and services. If not, it’s a way of saying “Thank You” for your service to our country. What happens when we leave Hawaii?We understand that as part of the Federal Service and Military you will most likely have many PCS moves until retirement. We continue to work with you through all means of communications available. Phone, text, skype and email. We are always available to service your needs where ever your career path takes you. We do have other representatives worldwide through the Integrated Financial Planning network. Our clients, however, prefer to continue to work with the same individuals because of trust, confidence and personal relationships that are developed over years of working together. What can we expect from our first meeting? The first meeting is informational only. The representative will review all of your military or federal service benefits. The representatives are very knowledgeable and can discuss and answer any questions you may have. After a short discussion about the financial planning process the representative will complete a questionnaire which includes career goals, financial goals, current debt, current assets etc. A follow up meeting is then scheduled at which time the plan is presented to you. There is no cost or obligation.
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