Advisor & Senior Financial Planner
I don’t know why but I enjoy reading financial statements, new Social Security and tax policy, and any other seemingly dry financial articles that I can find. This gift or curse has served me well over the years. First at business school at Colorado State University and then while trading futures on the Chicago Mercantile exchange. Now as a Certified Financial Planner® I get to share the information I’ve learned with friends and their families. Sharing advice with friends and family is something we all do. And I so enjoy it, especially when a nugget of information proves to be the solution to someone’s tough problem.
In the big picture, we all need help from others to accomplish our goals. So I recommend calling upon those who may have some useful information or previous experience that can speed you and your family towards retirement, college savings, or whatever your goals may be. We at ISG may know the answer and, if not, we will love trying to find it for you.