Welcome to WWM’s The Wright Words Blog!
I’m eager to share with you in this forum ideas on how comprehensive financial planning is essential to reaching your financial goals – a topic that comes up frequently when I meet with new relationships. Many have tried working with insurance agents or stockbrokers which have left them feeling frustrated and as if they are no more than just another name in a file. Is it the same for you?
Today, there is no shortage of financial planners to choose from. Families are overwhelmed with the choices. Who do you trust? How do you know they’ll do a good job?
We are all busy people. Our time counts, and we have a limited supply of it. We try to manage our own financial matters, but we aren’t sure if it’s all really working together, or working at all. Does that sound familiar to you?
The Wright Words blog builds on what I’ve learned over the last 20 years serving individuals like yourself. It will share with you my passion for the client experience and simple, practical financial advice.
To learn more about me, please visit WWM’s website at www.wwminvestment.com or my LinkedIn profile at linkedin.com/in/paulgassel . As I detail in the Welcome to WWM’s Wright Word Blog, what I publish in these blog posts represent my view. I encourage you to respond, add comments, make suggestions and even disagree – with one caveat: please keep comments relevant to the conversations taking place, maintain respect for all those involved and contribute value to the discussion.
I moderate comments and will quickly remove any that are offensive, disrespectful or irrelevant. Please don’t bother commenting to advertise or promote yourself. And as a reminder for your privacy, please don’t post private information about your financial matters in this public forum.
Thank you for reading, visiting, and being a part of this new blog forum. We invite you to subscribe and come back for more. Please feel free to share with others who may find it of value.
Signing off with The Wright Word, and wishing you the best,