Overview

The biggest fear most people face when planning for retirement is, Will my money last for my entire retirement? Unfortunately, people worry more about if their money is going to last than they worry about how their money is going to last. Once retired, you may have twenty to forty years left to live and enjoy life. How are you going to maintain the lifestyle you enjoy? If you need to go back to work at seventy, who is going to hire you? What kind of work could you do? People often are not only more concerned than necessary, they are concerned about the wrong things. The biggest fear people should have is, Am I protecting my money from myself? To go from making a living to living on what your money is making is a new and often overwhelming experience for most people. This book will help you understand the problems and the solutions so you can overcome your fears, meet your goals, and achieve peace of mind. This book is a course in responsible money management with time tested and well confirmed results. This book is for all readers with an interest in more responsible personal money management. It will expand your understanding and improve your investing strategy. I highly recommend this book to all who are considering working with a financial advisor and want to expand their own understanding and abilities in their personal financial management.

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9781463765545

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For more than 19 years, Bryan Sullivan has been a financial advisor helping individuals and families achieve their financial planning goals, by providing advice on Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; Estate Planning; Intergenerational Wealth Transfer Planning; and Educational Savings Planning. Working with a network of highly skilled professionals in San Luis Obispo, CA he has dedicated his career to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives. Bryan became a licensed financial advisor in 1992 and worked with several Wall Street firms including Merrill Lynch and UBS until creating an independent, SEC-Registered investment advisory firm in 2009 - Vellum Financial. It is his belief that the RIA platform is the final step in the evolutionary process toward providing unbiased investment management to their clients. In creating Vellum Financial, he has created a strictly objective financial advisory firm that incorporates best practices of investment management while avoiding the many negatives of the brokerage industry Vellum Financial is the embodiment of his uncompromising focus on the client. Bryan aims to provide objective advice, complete transparency and unique access to best-in-class subject matter experts. The firm that he has created gives him the opportunity to shape his own culture and to establish a higher standard of service and performance within his industry. Indeed, Vellum Financial represents an ethical, intellectual and deeply personal opportunity as owner-operator - the opportunity that culminates in allowing them to be a true steward of your assets. A strong contributor to the community, Bryan has volunteered with the Morro Bay Lions Club and Big Brother Big Sisters organization. Resident in San Luis Obispo since 1994, Bryan and his wife Tricia, and their 4 children share a passion for outdoor activities and spending time with friends and family.

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