COMMONLY ASKED QUESTIONS 2018-10-27T05:43:52+00:00

CASEY NEILON ENTREPRENEURIAL EXCELLENCE™ PROGRAM

PROTECTING YOUR BUSINESS INTERESTS AND YOUR FAMILY

COMMONLY ASKED QUESTIONS

AND OUR RESPONSES

Question:
Do I get to keep my existing advisors if you are providing the CASEY NEILON QUARTERBACK™ Service?

Answer:
Yes. We work with your existing advisors to unite them as a team. We can also make recommendations to bring new or alternative advisors to the table upon your request.

KEY IDEA

Entrepreneurs need a quarterback to unite their advisor team.

Question:
Does the CASEY NEILON QUARTERBACK™ service replace my existing advisors such as a financial advisor, estate attorney, insurance specialists or others?

Answer:
We do not replace your existing advisors unless you request it. Our role is to unite your existing service providers into a team who serves you incredibly well. In our experience, most entrepreneurs can benefit from one trusted advisor stepping up and coordinating the team of professional advisors. Our role is not to supplant advisors but instead to represent the interests of busy entrepreneurs to a team of experts in their individual areas. The benefit to you is that for less time and effort on your part, you get better counsel and results from your team of advisors.

Question:
What happens if my existing advisors choose not to participate in the CASEY NEILON QUARTERBACK™ process?

Answer:
This rarely happens. Most professionals know that entrepreneurs need a team of advisors around them to achieve goals. However, if one of your advisors chooses not to participate, we will notify you and seek further guidance from you at that point.

Question:
If there are certain services I would like to add to a given program level, can you customize my package?

Answer:
Yes. We offer the program levels as a starting point for developing a program that serves you well. But we can customize the program to nearly anything you might need.

Question:
Can I bring my spouse to the meetings, other family members or trusted advisor or partner?

Answer:
Yes. We encourage you to bring in those people who you want involved in this process.

Question:
How will you manage all of my vital personal information and how can I know it will not get hacked or be compromised?

Answer:
We take cyber security and client privacy very seriously. Casey Neilon has adopted cutting edge cyber security policies and practices that are fully compliant with all professional regulations.