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Common Questions

Before You Reach Out

Live chat connects you to an advisor in under 2 minutes during business hours (Mon–Fri, 8AM–6PM EST). Outside those hours, a senior advisor will respond via email within 4 business hours the next morning. Enterprise Plan clients have 24/7 direct access to their named advisor.

Absolutely. All chat sessions are encrypted end-to-end using 256-bit AES encryption. Transcripts are stored securely on our private servers and are never shared with third parties. You may also request that any transcript be deleted after your session.

Yes and we actively encourage it. Our complimentary 30-minute discovery consultation is available to anyone, with no commitment or account required. Simply start a live chat or email us to schedule. We'll listen to your situation and recommend the services that genuinely fit with zero sales pressure.

Nothing formal is required for an initial conversation. If you'd like to make the most of the session, consider having a rough sense of your current savings, primary financial goal (retirement, wealth building, estate), and investment timeline. Our advisors will guide you through everything else during the conversation.

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