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Mistake #3 Blind-Eye Bias

Mistake #3 Blind-Eye Bias

Brokers, bankers, and insurance salespeople are not fiduciary advisors. They may be nice people that you see at church or the club, but their interests come before yours due to how they are paid.

Podcast: Mistake #3 Blind-Eye Bias

Mistake # 2: The Push For Returns

Mistake #2: The Push For Returns

This mistake is closely tied to #1. Without context, you have a tendency to make “instant choices”, decisions that appear good today.

Podcast: Mistake # 2: The Push For Returns

Mistake # 1: Investing Without Context

Mistake #1: Investing Without Context

Many people deal with investing in the same way - like they are hungry and driving around aimlessly looking for a place to eat. When it comes to investing, it’s essential that you have the context of a financial plan.

Podcast: Mistake # 1 Investing Without Context

Your Financial Planning "Best Before Date"

Discover how to plan for your retirement while you still have "Possibilities",
rather then ending up with "Probabilities".

What You Can
Expect When
Working With Us

Choosing a financial planner is not a simple choice. We encourage you to interview several potential advisors. It is our feeling that a lot of financial people have lost their way, we haven’t. We offer a fee-only fiduciary financial planning model that validates our client-first ambitions.

Read my posts, listen to my podcasts…and when you’re ready for a real conversation about your wealth, call us.

 

Learn More About Working With Us Request a Complimentary Consultation

J.E. Wilson Advisors, LLC
2431Devine Street
Columbia, SC 29205
803.799.9203 or 888.799.9203

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