Tag Archives: financial planning

Change is Inevitable

Posted on September 15, 2016 by 40 Years In The Industry

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 →

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(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 →

Posted on January 6, 2014 by 40 Years In The Industry | Leave a comment

Hello world!

Posted on March 21, 2012 by 40 Years In The Industry

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 →

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