Registered Representative @ American Global Wealth Management | CFEd I help business owners, manufacturers, families and widows create tax-advantaged wealth strategies for retirement and legacy planning.
As financial planners, we often talk about the importance of a secure future, a wonderful retirement, and a lifestyle that can be enjoyed. But the true importance of what we do is seen in moments of crisis. Recently, I had the honor of meeting with a family who had just lost a beloved husband, father, grandfather, and colleague. Amidst their sorrow and chaos, I was able to assure them that their future was secure. They wouldn't face financial crisis, they wouldn't lose their home, and they wouldn't have to change the lifestyle they had spent a lifetime building. Thanks to the financial plan we had developed together, I was able to present them with a check that would ensure their lives would continue without worry. This is why I do what I do. It's not about daily posts encouraging people to plan, it's about sitting with a family in their time of need and being able to say their lives are secure. That is my why.
