PIM Portfolio Manager, Vice President - Investments
From time to time I write articles that discuss viewpoints within the financial industry that no longer seem relevant, or represent the best thinking available as I see it. And moreover, I offer up potential solutions for those who appreciate my insight.
Click the link Puposful Impactful Wealth and you will find a brief but powerful overview pertaining to gaining clarity between you and your advisors to better align your true desires with proper execution. Ultimately this is having all of your net worth aligned with and working synergistically in support of the best life you dare to imagine.
Ask yourself if your current advisors have thoughtfully articulated the perils and alternative approaches that you will read about, or if you are among the business as usual crowd.
If you find this intriguing, let’s explore how we might work together to better serve your higher interests.