Planning a strong and reliable financial future is complicated for anyone. A broad knowledge of everything from complex investment products to elaborate tax laws is required. It is even more complicated for families and business owners that have achieved a certain level of financial success from decades of hard work and sacrifice.
These individuals are smart, reliable professionals, good or maybe even great at what they do. They are dedicated to their tasks, responsible for employees and of course, passionate about their family’s financial security. They are well within their rights to ask tough questions about how their finances are being managed.
After over 30 years as a financial advisor, licensed as a CFP CMFC, with a fiduciary responsibility to “first serve in the clients’ best interest”, I’m convinced a broad “Sustainable Wealth” approach to managing financial resources can help create the economic empowerment and legacy they and their family deserves.
Over the years, I’ve been queried by hundreds of individuals, interviewed by multiple media outlets, invited to speak at numerous private, public and government seminars. As you can imagine, some inquiries even come from family and friends. They all have questions about creating financial security and what should a good financial planner do for a client.
Over the next few weeks and months, I’ll be answering some of those broad questions. Get the answers by staying connected to baileywealthadvisors, sign up for our newsletter and “like us” on facebook.com. Click here if you HAVE A QUESTION. We’ll contact you personally and directly. To hear my answers to the 3 most common questions successful people asks financial planners, click here.
Remember, it’s your life, plan for it.
Eric D. Bailey CFP, CMFC
Founder, Bailey Wealth Advisors
Eric Bailey is a registered representative of Lincoln Financial Advisors.
Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Bailey Wealth Advisors is not an affiliate of Lincoln Financial Advisors. Lincoln Financial Advisors does not provide legal or tax advice. CRN-1756104-040717