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David Wismer

Bloomfield Hills, Connecticut

With tip of the hat to the legendary Joe Walsh, 'The reader you are, the writer you get.' editor Proactive Advisor Magazine.@ProAdvisorMag

Articles

  • 2 weeks ago | proactiveadvisormagazine.com | David Wismer

    Retirement planning isn’t just about income—it’s also about helping clients design the lifestyle they want for the years ahead. We have interviewed dozens of financial advisors and wealth managers across the U.S. over the past 11 years. Unsurprisingly, retirement planning—and its investment implications—is a topic we frequently discuss.

  • 2 weeks ago | proactiveadvisormagazine.com | David Wismer

    Michael Freemire, BFA, is the founder of Full Circle Financial of Colorado, a full-service advisory firm in Thornton, Colorado. Mr. Freemire helps clients take a comprehensive view of their finances, working to develop “a proactive plan for advancing their financial future.”Raised in Davenport, Iowa, Mr. Freemire grew up in an entrepreneurial household. His father, a Marine veteran and private pilot, founded a successful freight brokerage firm.

  • 1 month ago | proactiveadvisormagazine.com | David Wismer

    Harry Headrick is an investment consultant with ECU Asset Management, located at the Longview, Texas, branch. Together, Mr. Headrick and ECU Asset Management offer access to a broad range of financial products and services, including retirement planning, college-savings plans, and many different investment services and products.

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david wismer
david wismer @djwizmo
8 Jan 24

Thanks to @benjaminsuter for making this photo available on @unsplash 🎁 https://t.co/AlfTjTRjeP

david wismer
david wismer @djwizmo
8 Sep 21

https://t.co/MeJkc8OLKv @djwizmo @agilbertwriter

david wismer
david wismer @djwizmo
6 May 21

RT @ProAdvisorMag: Editors' Pick by @AdamKoos: We counsel our clients not to worry about what other people are doing in the short term, eve…