Is it odd that people seem to be busy when the opportunity to discuss and deal with their finances or insurance arises? Who wouldn’t try to be too busy to attend to what is difficult, rarely explained well, and forgotten easily?
The financial industry has evolved in silos, and the layman has been positioned to (awkwardly) try to coordinate all that he can handle. The result is that the investor and/or client is rarely well served. Our goal is to shed some light on the industry, its products, and help not only the client but also the seller.
A great deal of the topics and insights addressed will be the result of personal experience and, well, pain.