If you ask people to think about being wealthy, they may start daydreaming about big houses and tropical vacations… expensive cars or designer clothes. On the other hand, if you ask them to think about becoming wealthy, their demeanor changes. For many, the word wealth is every bit intimidating as it dream-inspiring.
Al Jones, Vice President, Coastal Wealth Management is determined to change that. He's on a mission to help credit union members overcome their uncertainty about creating financial plans and working to achieve their goals. To Jones, wealth management means helping someone get to their destination, not just helping them after they've arrived.
He sees wealth management as a process, not a service, and believes that the people who can use it the most are the ones who think they can't use it at all.
"Most people don't think they need a financial advisor, because they don’t think it appli...Read More
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