^FAQ
Questions? We've Got Answers.

1. How do I know my financial advisor is licensed?

All financial advisors are licensed and you can verify them at www.brokercheck.finra.org

2. What states do you service?

We can service all 50 states! We are happy to meet virtually with anyone within the United States.

3. How much is the fee to meet with an advisor?

There is no charge for the first meeting. We want to meet in a stress free, no hassle environment. We just want to see if we are a good fit and what your goals are. Based on your needs and goals, our advisors will explain the different fee structures you can choose from

4. How many employees does my small business need to get a group health plan?

Most small business owners think they have to grow to a fortune 500 company to get a group health plan. The truth is, if your company is comprised of you and another employee (not your spouse) it qualifies for a group health insurance plan.

5. Should I get Life Insurance?

At FWS, we believe life insurance is an essential part of a well-rounded financial plan. We also understand that everyone’s needs are unique. That’s why we take the time to assess your responsibilities, financial goals, and overall needs to determine if life insurance is the right fit for you. Our goal is to provide guidance and tailored solutions to help you protect what matters most.

6. Is now the right time to buy a house?

It’s the million-dollar question! The real estate market has been in the spotlight, especially in recent years following the COVID-19 pandemic. At FWS, we believe the answer is yes for many people. We’re here to provide you with accurate information and step-by-step guidance, ensuring you have the knowledge and confidence to navigate the home buying or selling process in today’s ever-changing market.