Privacy and Confidentiality
Confidentiality Policy
I maintain the highest level of confidentiality regarding my clients. I will never reveal any personal information relating to any client, except at the specific request of the client.
Fee-only structure
I charge strictly by the hour, which ensures that I only give advice which is in my clients’ best interests. My fiduciary responsibility in every instance is solely to my client; I do not recommend any specific insurance or investment products, and do not receive any commissions or other sources of revenue.