When my time comes I would like not to have to say “I wish I would have…..” The reality for most of us is that there will be a list of things we’ll look back on. Some great. Some, not so much. That philosophy is foundational in my practice. We can plan for what we would like to happen based on things we can control. But there are lots of things we can’t control, which leads us to the process of making choices. Those choices can make all of the difference in completing the financial puzzle or limiting the impact when an unplanned event happens. At the same time, tomorrow is promised to no one. Yesterday, is the past. Today, is a present. Tomorrow is a gift. An Advisor’s job is to assist the people that depend on us to find a balance so they don’t say “I wish I would have…….”
Like many professionals in the financial services industry, I have been with several top firms (Lincoln, ING, AXA, and most recently Gateway Financial Partners) over my 28 years. During that time I have earned a number of professional designations including CFP® (Certified Financial Planner), CLU (Chartered Life Underwriter) and LUTCF (Life Underwriters Training Council Fellow). The licenses I hold are Series 6, 7, 63 and 65. I am currently a member of the Baltimore Estate Planning Council, International Association of Registered Financial Consultants and Premier Consultants (a group of professionals from a variety of firms that get together quarterly to review market results and discuss industry related topics.)
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Pinson Wealth Management
1700 Reisterstown, Suite 207
Baltimore, MD 21208