In 2012, I had played college and professional baseball for eight years, and had a decision to make. Should I travel to Latin America to play winter ball during the offseason, or should I spend that time investing in my future? I skipped the trip and during that winter, I went from having a casual knowledge of the stock market to getting my first glimpse of how investments could be part of a sustainable and reliable a financial strategy that people could build on throughout their lives. Safe to say, I was hooked.
Not long afterward, I left baseball and was building my success in a new role. Because I knew how important a sound financial plan would be to my future, I searched for an advisor who could help me create the strategy I needed. Disappointingly, what I ended up finding felt more like a sales pitch than the strategy session I was searching for. I realized that if I couldn't find what I wanted, I should learn how to do it myself. I became inspired to learn everything I could and become a resource for my family, loved ones and the community. Now I truly enjoy seeing my clients’ feelings of peace and security after I answer their questions, and I love knowing that I have a positive, meaningful impact on their lives.
My goal is to always deliver the level of service I wanted when I first searched for an advisor:
- Understand where you are financially today, and where you would like to be in the future.
- Work with you to develop a personalized strategy to accomplish your goals.
- Monitor your progress over time, and help you stay on track.
I focus on business retirement plans, investment selection, personal finance, financial projections, annuities, long-term care and life insurance.
When I'm not at work, I'm spending time with my wife, Mandy, son, Emmett, daughter, Avery, and dog, Jet.
If you or someone you know is interested in reviewing your current strategy to see how it can improve, please contact me to schedule a one-on-one meeting.
My Personal Interests
- Mountain Biking
- Spending Time with Family
Phone NumberCole St Clair at (480) 948-1028
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