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Author Archives: 40 Years In The Industry
What Should I Expect If I’m Looking for a Good Financial Planner and I Do a Web Search for “A Good Financial Planner Near Me?”
Searching for a financial planner online can be a convenient way to find professional help for managing your finances. However, it’s important to know what to expect and how to navigate the results to find a reputable planner. Here’s a … Continue reading
Before You Google…
If you’ve decided you need help with your finances, finding the right advisor for your situation starts with a conversation. But not where you might think. It starts with having a conversation with yourself, and your partner if you have … Continue reading
Change is Inevitable
It’s been some time since I posted my last piece, and I’ve made a promise to myself and anyone reading this to do a much better job. A project came up giving me the opportunity to really dig into Financial … Continue reading
(and do you need an advisor to accomplish it?) I started this blog over a year ago, and then got sidetracked working with a firm that was contracted to completely revamp the wealth management process at a large accounting firm. … Continue reading
Hello world!
Welcome to my new Finding A Trusted Advisor blog. I’m a 30 plus year veteran of the financial services industry. I’ve held many senior positions in the life insurance and investment community and now I’m taking that experience and writing … Continue reading
findingatrustedadvisor 