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I am a Fee-Only wealth manager, personal financial planner
and advisor. But please be careful, because the terms
“wealth manager,” “financial planner”
and “financial advisor” are used (and sometimes
abused) by financial service providers to mean many different
things. Often it seems that every insurance agent and
stock broker has a card printed with “financial
planner” or “financial advisor” on it.
Everyone who aspires to server affluent clients seems
to call him or herself a “wealth manager.”
Let me go on record as saying that there is a place for
insurance agents and stock brokers, but there is a big
difference between what they do and what I do. The question
then becomes “Well, Barry, what’s the difference?"
I’m not a stock broker, an investment manager, a
tax accountant, or an insurance agent. What I do is different
from those people, and there is a lot more to it. Ask
yourself this: how can you achieve any financial or life
goals (especially the big ones) if the people trying to
help you are all working in isolation? How can you get
where you want to go if your advisors have incentives
to promote products and services that maximize their income
and not yours. It’s a self-defeating set-up at best.
As a true Fee-Only wealth manager, I coordinate and integrate
all pieces of your financial life into a path that will
lead to your financial freedom---whatever that represents
to you--whether it’s having enough money to retire
to the mountains and paint, to travel the world while
your kids are still in college, or even to change jobs
or professions, but continue to work. The key to making
this happen is a comprehensive, holistic approach focused
on you and your goals, not mine.
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