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FAQ
Frequently Asked Questions
Everything you need to know about the services and billing.
What happens during the free financial strategy session?
You’ll meet one-on-one with a licensed advisor who will review your current financial situation, discuss your goals, and identify opportunities for growth, tax efficiency, and long-term stability. You’ll walk away with a clear, personalized roadmap — no obligation required.
How do I book an appointment with your tax expert?
No — your initial consultation is completely free. It’s designed to provide insight and clarity so you can make informed decisions about your financial future with zero pressure.
Who is this session best for?
Our strategy sessions are ideal for professionals, families, and business owners who want to take control of their finances, plan for retirement, or optimize their investments, insurance, and tax strategies.
How long does the consultation take?
Most sessions last between 30 to 45 minutes, depending on your goals and current financial complexity.
What should I bring to the meeting?
If possible, bring recent financial statements, retirement account summaries, and any existing insurance or investment information. Don’t worry if you don’t have everything — we’ll guide you through what’s needed.
Are your advisors licensed and experienced?
Yes. Every advisor at Yaman’s Financial Group is fully licensed and trained in comprehensive financial planning, retirement strategy, and wealth management. Our team has years of experience helping clients protect and grow their wealth confidently.