Valerie Plewak

Every person you meet is a prospective new client – do you have something to say that piques their interest making them want to learn more […]

After you’ve worked with enough clients, you know that many are under the misconception that their financial future would be brighter if they could just

We know appointments with prospective clients can be the most intimidating thing you experience, especially if you don’t have a process to follow. Our proven

This one’s big, and it’s all about your mindset. People want to know what you know; they are in your office for a reason. They’ve

Everyone knows a 401k or a Registered Retirement Savings Plan is a qualified plan, but a home with equity, even if it is paid off,