What is Proper Financial Planning?

The odds of you or anyone outsmarting the markets are literally the same as winning a bet at the worst odds in any of a casino’s table games.  But many are tempted.  The difference is that in the Wall Street casino, they are tempted to play that game and make the bet with their retirement assets, not with a $500 entertainment budget.  Forget the hype.  Don’t take any more investment risk than makes sense for what you are trying to achieve.”-David Loeper, Stop The Retirement Rip-off

Many years ago, I became an independent advisor and it is liberating.  I was finally a fiduciary.  Now, all I had to do was answer the question, “How”?

How should I run my practice?  How should I work with my clients?  How should I meet their needs?  How?  How?  How?

I was so lucky.  I met David Loeper at a Financial Planning Association meeting and spent some time listening to him.

Sure, I read a lot and I keep up with the trends.  I understand my industry very well and many of the options available to me and my clients.  I still prefer my path and the path my clients choose when they work with me.  A process, David developed.

Let’s learn a little about David’s work.

Are you an advisor that would like to learn more about David’s process and how to help your clients live their one life with more confidence?  http://www.financeware.com/ruminations/wealthcarethefutureoffinancialadvising.pdf


About Christopher Hessenflow

Christopher Hessenflow is a financial planner in the Chicago area. He works with all sorts of people who are much more interesting than he is. He enjoys his career which lends him time to think and, sometimes, be creative. Chip was born bald.
This entry was posted in Investments. Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s