Frequently Asked Questions

The following provides answers to our most commonly asked questions.

Privacy Policy
  1. Will My Information be Kept Confidential?
  2. How Do You Handle Paperwork?
  3. Do You Sell My Information to Anyone?
Support
  1. Who Will Be in Charge of My Account?
  2. What if Something Goes Wrong?
Contact
  1. How Can I Contact You?
  2. Will Your Staff Be Available During the Process?

Privacy Policy

Q:1 Will My Information be Kept Confidential?

Absolutely! We keep all client information stored safely and securly. We know how important privacy truly is these days, and we respect your privacy at the highest levels. In the financial services world, we are held to very high standards because of the sensitivity of these matters.

Q:2 How Do You Handle Paperwork?

We consult with you on a case-by-case basis to ensure that all paperwork is handled appropriately and in a timely manner. We do keep an updated file available to follow your progress and to demonstrate your improvement along the way.

Q:3 Do You Sell My Information to Anyone?

Never! Your information will only belong to our offices so long as you are a client. We do not distribute our clients' information under any circumstances. Again, we take your privacy very seriously.

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Support

Q:1 Who Will Be in Charge of My Account?

Your account will be assigned to one of our trained and trusted account executives. Although several people may be involved in your project's completion, you will have regular access to a specific consultant who is there to help you understand the process and to ask any of your important questions.

Q:2 What if Something Goes Wrong?

Well, it will be a first! Our clients are always satisfied as we work hard to ensure that our service fulfills their highest expectations. In the event that you experience any problems throughout the process, we will be sure to address the issue immediately to get you back on track!

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Contact

Q:1 How Can I Contact You?

Getting in touch with us is easy. You can complete our easy web form here, or you can simply call us at 559-917-8342 today!

Q:2 Will Your Staff Be Available During the Process?

Of course. We maintain regular business ours and an open office door so you can get in touch with us whenever you like with any questions.

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