What Are We Doing Lately? 10April2017Submitted by InFocus Financial Advisors, Inc. on April 10th, 2017
What Are We Doing?: Updating Our Trading System and Financial Review Document -- When I'm giving presentations or in meetings, I frequently have a chance to mention that I am 47 years old and I'm going to be working throughout many of our clients entire retirement. I don't often put it in my emails so I thought I would this time. Being 47 means I have real "skin in the game" regarding your success. Accomplishing our clients' goals is the only way I'm going to accomplish my own financial goals. My age and my role in our clients' lives makes us real partners. An advisor nearing their own retirement, or a national mutual fund company can't say that. That retiring advisor is retiring soon and can only hope you are successful, but your success or failure won't affect them. A national mutual fund company will keep going whether you are successful or not. To answer the question, "What Are We Doing?" I'd say I'm setting up my company to do all of the tasks that we can think of that can give you a better chance of retirement success. We really do live and breathe this stuff every day. We grow our abilities and team in an effort to make your financial goals happen. Our new trading system, updated financial review processes, and other growing abilities are hard evidence to this fact.