For 18 years I worked for other firms, built portfolios with a variety of financial investments including mutual funds, ETFs, stocks and annuities. I ran seminars, dinner meetings, and one-on-one meetings, but it wasn’t my own firm. I had a burning desire to free myself and truly be an independent, fiduciary advisor to my clients.
I came to a cross-point in my career; I could either continue my path of working with other financial firms, spending my time at dinner events and seminars as an employee, or I could run my own practice, share my industry knowledge and experience with investors, and most importantly, spend more time with my wife and two sons.
Ultimately, I knew investment management, corporate retirement plans like 401(k)s and retirement planning could be done a better way. I hope this blog helps bring a little common financial sense to a confusing financial landscape.
