Brian has spent 29 fantastic years in the financial industry after deciding to abandon his successful real estate career. His desire to truly connect with others and make a difference in people’s lives is one of his main motivations. The other was his own life experience living in poverty, watching his grandparent’s struggle with finances throughout retirement, and traveling to third-world countries on mission trips where he saw how truly negative the impacts of financial struggles can be. With this driving force, Brian has gone on to earn his Fiduciary Designation and his Series 6, Series 63, Series 65, Life Insurance, and Health Insurance Licenses. He approaches his relationships with clients as a partnership with the realization that education is key to a solid retirement plan. With this open communication in mind, he developed a unique process for his clients, the Four Cornerstone Process. He utilizes this process to assist his clients in achieving their needs, goals, and dreams in retirement.
You should even encourage loved ones to purchase fewer toys and make deposits into your child’s bank account instead. Once your child is old enough to understand, start taking them to the bank to make the deposits on their own.26 July 2021