My name is Steve and I am a financial advisor with a major brokerage firm as well as a certified Finish Rich speaker.
The Finish Rich series has transformed how I work with my clients as well as my family. Instead of focusing on just the “big money” I have taken a renewed look at how small investments over time can make a significant difference in the lives of my clients and my children.
As a result of this system, I am in the process of opening Roth IRAs for each of my three boys. With other money they earn from chores, they each will be able to fund their IRAs with approximately $260 this year–not bad for 13, 11, and 10 year olds.
It is exciting for me as a father to see my kids excited about saving and investing and talking about companies to invest in. Through this process they’ve also learned the value of money.
I’ve shared this idea with other parents and it has become popular in our neighborhood. Thanks for making a difference in my business, the lives of my clients, and my family!