As the president of The Planning Center, I am responsible for the daily management of the firm. My long-term goal for the firm is to continue building a team of talented financial planners and staff who are ready to serve successive generations of families. I want our firm and its lead planners to be a resource in the community that people can turn to and trust for solutions to their problems. In my work with clients, my focus is working with business owners and executives with complex planning needs and goals, such as those with significant or irregular incomes.
Baseball and Financial Life Planning: Get the Basics Right First
By Eric Kies CFP®, President, CCO, Sr Financial Planner The geese are flying north, the snow is melting, the days are getting longer and the