Are you interested in working with me 1 on 1?
Click this link to fill out our Retirement Readiness Questionnaire
Or, visit my website
Our retirement planning firm, Imagine Financial Security, turned 4 in February and I have been wanting to do a podcast celebration for this one!
To celebrate, I thought I would do an episode about some of my initial experiences of going independent as a financial advisor.
- I’ll touch on 4 things I miss about working for a larger financial institution.
- Then, I will touch on 4 of the things I LOVE about being an independent financial advisor.
I hope you guys enjoy it.
Happy 4th Anniversary to IFS!
And congratulations to Roberto Fortuna on his official promotion!
Connect with me here:
This is for general education purposes only and should not be considered as tax, legal or investment advice.