What is going on on, Smart Bread group? That is Jeff Rose, Licensed Monetary Planner and founding father of GoodFinancialCents.com. The individuals at Smart Bread wished me to do a fast introduction video as a result of I’m the brand new monetary planning knowledgeable right here to reply your questions. That is proper. Smart Bread has its personal resident CFP to assist reply any monetary planning questions that you’ve.
However earlier than we get into that, let me offer you a fast introduction of who I’m.
I’m a Licensed Monetary Planner. I’ve been within the monetary service trade for over 10 years. That is proper — a decade. (That is why I’ve plenty of grey hairs. I’ve bought three children, too, in order that form of helps out.)
I began my profession with A.G. Edwards & Sons, which is now not round. They have been purchased out by an enormous financial institution. I spun off from them and based my very own wealth administration agency, Alliance Wealth Administration, LLC, which is the place I am at immediately.
In case I look acquainted, no, I am not The Rock. My eyebrow doesn’t go up. I don’t do the individuals’s elbow, no matter that’s, though The Rock’s form of cool. No, I am the founding father of GoodFinancialCents.com private monetary weblog. I’ve executed a number of actions: the Roth IRA Motion, the Debt Motion, the Life Insurance coverage Motion the place I bust out some dance expertise.
My mission has been to offer individuals data they should make good choices about their cash. After I was rising up, I knew nothing about investing. I knew nothing about financial savings. And I actually stumbled right into a occupation of being a monetary adviser. And thank goodness, as a result of the educational experiences I’ve gotten assembly with actual individuals and their actual life struggles have actually opened my eyes to what I have to do and to point out different individuals make good choices with their cash.
This September, I am proud to announce I had my first guide popping out referred to as Soldier of Finance. This guide reveals individuals make investments their cash and take cost of their future. I see so many people who find themselves making dangerous decisions or simply do not know what to do, and I need this guide to encourage them. It’s important to need extra and wish your life to be totally different. So if in case you have the motivation and the willpower, I wish to present you get there.
A few of my earlier work has been featured on MSN Cash, Yahoo Finance, Huffington Publish, Wall Avenue Journal, and Market Watch, and much more importantly, Smart Bread. So I am hoping to offer it again to the Smart Bread group by answering any questions you’ve concerning monetary planning.
Now, clearly, monetary planning is a broad class, however I’m right here to reply something associated to that. This will embrace retirement, investing, school financial savings plans, life insurance coverage — something that has to do with cash and your life, I am right here to reply it. And if I am unable to reply the query, I’ve a community of trusted specialists that can be pleased to reply the query for you. Principally, I’ve bought your again.
So if in case you have any questions, simply hit me up on the Smart Bread weblog. We’ll be pleased to get that query answered in a future video and a few potential Google hangouts. However should you want a faster response, you may all the time hit me up on Twitter, Fb, social media. I am there, that is the place I hang around.
I look ahead to attending to know you all a lot better within the close to future. Till subsequent time, that is Jeff Rose, Licensed Monetary Planner. Take care.
