FAQ | Ted Nozaki

Request an appointment

Please request an appointment from this form

Producer will contact you

Financial producer will contact you through either email or phone call.

Online consultation

Advising will happen online. This results in flexible hours as well as location.
Producers will provide a plan personalized to your situation.

Contract

If you are content with the advised plan, you can follow through with the contract.

Follow up post-contract

Financial producers will be in touch with you after the contract to keep you updated.

Financial Partners

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Frequently asked questions

Do I have to sign a contract if I ask for free consultation?

No, you do not have to contract if you ask for consultation. We offer free advising, and it does not obligate you to sign a contract.

What if I only have broad questions about my situation?

No problem. Discuss those broad worries with our advisors and they will help you specify the issue.

Is there a variety of companies to choose my plan from?

Yes, we are in collaboration with multiple leading companies to ensure variety.

What if I don’t like my producer?

No worries, we can change your producer if you contact us.

How we help you