Are You Financial Quarterbacking from the couch?

Jim Fisher, of Fisher Wealth Creations, reveals the signs you are playing financial couch quarterback instead of seeking direction and advice from a dedicated professional.
 
To connect with Jim, visit his website, Fisher Wealth Creations and also check out his article Coaching vs Planning.

 

Wealth Creations Education & Tax Coach, James Fisher:

Jim Fisher James R Fisher, CPA/PFS, CTC, Wealth Creations Education and Tax Coach has a unique approach to helping people find money they are currently transferring away unknowingly and unnecessarily. His strategy is to have a bigger impact on your financial future by helping you avoid the wealth transfer losses rather than speculating on the next winning investment. It makes little sense to have a million dollars only to discover you lost a million on the way.

Jim specializes in
 Empowering people to take control of their investment decisions. This begins with answering the 20 Must Answer Questions that will guide your investment decisions. His educational and fun presentations combined with an academically sound investment platform helps create peace of mind, wealth, and confidence in prudent investing.

 Middle Class Family Financial Wealth Creation and Security. With Jim’s assistance you can stop transferring your wealth, following the herd, and forfeiting your financial security and create true wealth and financial independence.

 Tax Reduction Strategies for Small Business Owners. Jim specializes in unlocking the tax code to provide legal IRS approved loopholes to create tax reduction strategies for business owners. He helps you take advantage of these with a written documented plan, implementation, and education.

A life-time resident of the Anthony Wayne community, you can usually find Jim volunteering and participating in the local activities. He enjoys being a leader in the Scouting program, and spends his free time in the great outdoors. Learn more about Jim at Fisher Wealth Creations.

Watch Jim’s episodes of Plan Your Wealth With Purpose: Principles for Investing & Wealth Creation.

James Fisher is a registered advisor offering investment advice through Marathon Financial Group, LLC., An SEC Registered Investment Advisor, 9841 Broken Land Parkway, Suite 206, Columbia, MD 21046. Phone: 443-718-6310. James Fisher, CPA and Wealth Creations is unaffiliated with Marathon Financial Group, LLC.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

1 Comment
  1. Jim, I enjoyed your show and the analogy of financial quarterbacking from the couch with being open to coaching. You bring an important message for one to be in the coachable mindset to avoid pitfalls in financial planning. Great information!

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