F.A.Q.
Money, investing, financial planning, retirement, college financial aid, annuities, insurance
How are you compensated?
We receive no commissions. Our compensation is directly from readers who purchase our tools and services.
Why did you decide to work online instead of face-to-face with clients?
Today, more than ever, there are thousands of folks who need affordable, objective advice. Yet they face roadblock after roadblock, due to income or investment minimum requirements. With recent advancements in technology, we're now able to lower the costs to give you quality general financial advice without the time limitations in the “offline” world. We believe we can impact and help many more people than ever before.
How do you provide “cutting-edge” information?
We read professional magazines and attend conferences and workshops. Our professional designations require all of us to spend many hours in these activities, and we're then able to pass the “latest and greatest” on to you!
How does your money-back satisfaction guarantee work?
Our One Year Guarantee: There's no risk on your part when you order. If you sincerely feel that the information in any of our toolkits is not worth the money, just contact us. We'll issue an instant refund. There's one exception: Because the Future Made Clear Planning Toolkit includes a one-year subscription service, we ask for a one-year commitment following a 30-day money back guarantee. We can make this kind of guarantee because over the past 20 years and hundreds of clients, we've always stood behind our work and our commitment to satisfaction.