My parents hired a financial advisor to grow and manage their money. The key part was they really liked and trusted him. They didn’t necessarily understand everything he was saying about the markets or what he’d do with their money. But what they did know was he dressed well. He knew more than they did about investing and seemed to always have the answers.
He had a fancy office. I remember going to their offices for the first time and feeling privileged to be there. Almost like, they allowed me to be in their fancy house. My parent’s advisor even came to my and my sister's birthday parties and other social gatherings my parents might have.
Their monthly statements even looked important.
But in the end, his complex talk and nice actions were just a curtain to hide the fact that he was stealing their money. And all of his other client’s money.
My dad was 50. And my mom was 47, they had three kids in college… Though my parent’s kept on working, it negatively affected their lives forever. They worked longer. And had less to show for it.
I was a freshman in college, probably 18 or 19 years old when this happened. And it drastically changed the way I look at Advisors, Wall Street, Money Managers, and basically anyone selling financial services.
After all, I didn't know if I could finish college. Did I have to go get a job? Go to community college and then transfer from there. And all of this after seeing my parents work so hard throughout my whole life.
Since then, I’ve been on a mission to give back control to men and women over the age of 50 by simplifying money management while still unlocking the full power of the markets.
It’s why I created a one-of-a-kind money management program called: The Fearless Wealth Method™.
To give men and women over 50 a straightforward, easy-to-understand approach to money management.
If you’re tired of the fancy offices and complex terminology, we should talk about whether or not The Fearless Wealth Method might get you what you’re looking for in an advisor.
Fearless Wealth is a trade name for Peck Wealth Management, LLC.
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