My role is to be your advocate, to keep you grounded to make every financial decision. He's a financial planner here in Ohio, and he told me that I wasn't special or unique, and that almost all professionals think the same thing, ESPECIALLY in healthcare. In commercial terms, my skepticism shifted from the musculoskeletal world to the financial world. If someone is looking to break into the financial services side, accept that it's not a fast track to money.
It turns out that the financial representative who was supposed to implement the life insurance plan for my father's business failed to fulfill his professional responsibilities. That commitment, combined with my qualifications, experience and access to Eagle Strategies tools and resources, positions me to help clients like you achieve their financial goals. For those without a financial advisor, it's still good practice to develop relationships with a licensed professional for times when financial products need to be understood and implemented. I felt that there was more to draw from my talents, and the burden of daily practice kept me a little paralyzed.
I wanted to get into the financial world, but I was too busy. As a financial advisor to Eagle Strategies, a wholly owned subsidiary of New York Life, I specialize in creating insurance and financial solutions tailored to meet the needs of clients like you. Will works with clients to identify their clear understanding of financial security and focus on solutions that can help realize those financial goals. However, most should have a finance team, at a MINIMUM, for initial implementation, positioning for retirement account distribution, and certain business situations.
Through services ranging from life insurance to financial strategy, we've helped millions of people turn their love for their families into policies that help protect them. I lack the ability to juggle multiple important approaches, so trying to establish and grow a financial practice AND excel as a doctor seemed too daunting for me at the time. Unfortunately, as in PT, financial industry appointments don't always guarantee a particular quality of care. I think it's not money management that leads to financial success, it's managing behavior as a completely different topic and layered like an onion.
Often, the most important role a financial advisor can play is to help control behavior and test beliefs.