I have been a financial planner for 14 years. Specifically one that exclusively works with people who do not feel wealthy. I enjoy it more and it represents 98% of the population. I write the books I write to provide quality information about personal finance and develop credibility for my personal planning business.
Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC more...
