My parents were struggling small-time row crop farmers, and we also raised a large number of farm animals. My favorite part was the “truck-patch” garden that I had to help tend to ensure we had vegetables throughout the year. Like most poor kids, I didn’t know how much my parents struggled until I was older.
No matter what I have done in life, I have made sure that I give special attention to the customer service aspect of the business. I enjoy getting to know my clients, but it’s the attention I give to all my clients over time that is special to me. It’s not just your finances that matter, but who you are as people. I have found over the years that whenever I stepped out from that mentality, then the transaction becomes mechanical and cold—and that’s not fulfilling to me, and it certainly doesn’t help those whom I help.
Most people don’t know their options for saving for the future. They don’t know there are ways to save money that are tax advantaged, meaning you don’t have to partner with “Uncle Sam,” for your retirement. There are other, viable ways to manage your savings outside of qualified plans that put your money at risk in the stock market—that protect it while it grows with market-like gains.