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I keep a hard hat hanging from a hook on my office wall. There isn’t any remodeling work going on, and I don’t have my desk set up at a construction site; the hat hangs there as a reminder of why I do what I do. You see, I used to work in the construction field. The oversight of projects, sourcing materials, hiring sub-contractors, and working on a strict budget always had me looking for smarter ways to personally manage our money. It didn’t take me long to realize that, although I was working in the construction business, the true value of my skill set belonged in the financial industry. The thing I liked best about my construction job was researching and sharing financial information that could really change the lives of my clients. When I went into the construction field, I had no idea it would lead me to a career as an independent financial advisor. The satisfaction I get from hearing that I’ve helped a client achieve their retirement goals is better than seeing any building go up. My hard hat reminds me of that every day.


Just as a property owner needs to work with a contractor to build their dream home or an office building, a person preparing for retirement can benefit from working with a financial professional. I’ve discovered that the real value of working with a financial professional lies in the guided planning services they offer. I never anticipated the great impact that I would have on people and families when I first began helping people plan for their retirement. Since then, I have seen time and time again how educating people about their options for retirement planning can help make their visions of the future possible. I have seen the opposite side of the coin, as well. If you don’t have a plan, you may not get what you want.

Do you need help with financial planning or retirement planning? Are you looking for a ‘financial consultant near me’? Contact me, Brandon, at 866-360-2724 or email me at Barchibald@theivyag.com for an appointment with someone who will take care of you through your retirement.
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