On going financial management and advice is not just for the rich and famous!
You may be intimidated by financial and money issues--I am not! Feel free to contact me for a free, one and one half hour discussion about your financial concerns. I offer "Solutions Management" through my "Advanced Financial Life Support" product, which includes income tax planning, preparation and filing. BUT--income tax preparation and filing with no ongoing planning and management can affect your entire financial life. Solutions management consists of three primary phases:
I believe the old model of you searching for "someone to do my taxes" at the last minute is dead. I can still do your taxes but the Solutions Management model provides tremendously, greater value for your peace of mind and confidence in your, individual financial life. It takes a person, trained and familiar with the changing financial landscape to provide this value--I don't believe any off-the-shelf software or "robo-product" can understand and address your unique financial needs.
Advanced Financial Life Support Product
One more analogy from my former, professional life: I was a paramedic for 21 years and we provided care called "Advanced Cardiac Life Support" (ACLS), which enabled us to diagnose heart problems and treat them. I call my Solutions Management product "Advanced Financial Life Support", which will enable me to diagnose your financial "vital signs" and treat them and then to move on to diagnose your more comprehensive financial needs and issues and to be there continually to answer your financial questions, assist your planning for those life events that deeply affect your life and simply provide the support and advice to let you sleep peacefully at night.
No matter who you seek financial advice from, he/she must diagnose before they treat! DX before TX!
Now, I am sure you want to know more about me, so please read on.
I attained the rank of Captain in my department before I retired as a fire fighter and paramedic from the Pleasant Valley Joint Fire District in Plain City, OH. I became fascinated with the financial world early in 1987 purely by accident after being solicited by the AL Williams Company, which was a multi-level marketing financial organization that wanted me to join as a member. I did not join the company, but realized that I needed to learn about investing and I went to the library and started reading, beginning with Charles Schwab’s Be Your Own Stockbroker. I began investing in 1987 just in time for the largest single day drop in the history of the Dow Jones Average in October, 1987. Even so, I realized that this was a wonderful buying opportunity and that I had the greatest investing asset there is on my side: I was only 31 years old and I had TIME. I also learned that I had discovered another intellectual passion besides reading history.
I joined the National Association of Investors Corporation, now known as Better Investing, in 1988 and I was named as a member of the Board of Directors for Central Ohio Chapter of NAIC in 1990, on which I served until it disbanded in 2006. I helped form and was president of the Bull Chip Investment Club from 1988 until 2005. I am a lifetime member of the American Association of Individual Investors.
I earned a Bachelor’s of Arts degree in History and Archaeology in 1987 from The Ohio State University while working full time and earned a Master of Public Administration degree in 1992 from The Ohio State University. I completed the comprehensive financial planning course work from the College for Financial Planning in Denver, CO in July, 2007 and in March, 2009 I passed the 10 hour exam given by the Certified Financial Planner© Board of Standards, Inc. This was my second attempt at this exam, which is by far the most difficult I have ever taken in any area of my academic career. The CFP© exam has a historic pass rate of only 57% nationally and is steadily becoming the de facto certification for financial planners. I took and passed the Series 65 exam offered by the National American Securities Administration Association that will allows me to perform as a registered representative of Vital Signs Financial Planning LLC in Ohio. I earned my Enrolled Agent license from the IRS in January, 2014.
In my spare time I like to read about history, investing, and science. I volunteer with the Ohio History Connection where I edit and check historical accuracy of our roadside historical markers describing local history. My wife and I love to travel and have been to many states in the United States and many islands in Caribbean. I also like to make custom pens and pencils, woodworking, photography, and home repair.
