
David Wismer
Editor at Proactive Advisor Magazine
With tip of the hat to the legendary Joe Walsh, 'The reader you are, the writer you get.' editor Proactive Advisor Magazine.@ProAdvisorMag
Articles
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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.
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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.
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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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RT @ProAdvisorMag: Editors' Pick by @AdamKoos: We counsel our clients not to worry about what other people are doing in the short term, eve…