Blog Master G

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Have You Hugged Your Financial Planner Today?

Friday, October 4th, 2002 · No Comments

Have you hugged your financial planner today? In an industry filled primarily with old white men in suits and an undying sternly countenance, working with planners who actually care and take the time to listen to you as the whole person is a rare and wonderful thing.

Jen and I are fortunate enough to have the most amazing financial planners, Tom Swift and Arthur McCord of Financial Avengers. During our two-hour meeting with them last night, they not only enthusiastically encouraged us to buy a house and start a kennel later down the road, but they actually asked us how we feel about negative returns. Who does that? Not many planners I’ve known.

Here’s a message I posted at my company, encouraging others to contact the Avengers.

Thank you, Tom and Art, for being such wonderful people, good friends, and great business people. You continue to astound me.

Tags: money