Why I do what I do. . .

Posted: March 9th, 2010 | Author: | Filed under: Financial Advice | No Comments »

I am a Financial Advisor for two reasons: I can help people and also earn a good living. I can genuinely help people through comprehensive financial planning and careful asset management. There is always someone I can help—it could be the person I am speaking with, or it may be someone they love or care about.

Sometimes it’s just a matter of sharing investment insights, or providing information about 529 education savings accounts. Maybe it’s helping someone wisely invest an inheritance, or perhaps helping someone pass on their wealth by employing a capital transfer strategy (minimizing tax consequences and maximizing the amount of money passed on).

There are many various ways I help people—people going through a life-changing event, or people saving for retirement or building up a business. Maybe it’s just giving someone a second set of eyes and introducing them to new investment ideas and tax-saving strategies.

Some of the people I work with are savvy investors—or at least they are knowledgeable investors. But perhaps they want to step back from what they’ve been doing, and would like someone like myself to simplify and streamline their financial life. Sometimes they are just looking for more structure or safety to be added to their financial picture.

I can’t help all the people all the time, but I can definitely help everyone some of the time, and some of the people all of the time—there is always someone I can help with something.

That’s why I am doing what I am doing.

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