I became a stockbroker right out of college. My experience motivated me to become one of the first Certified Financial Planners in the country, because I saw clients investing without goals or a real sense of purpose. Within 3 years, I was Vice President of Financial Planning at a major Wall Street Firm.
I have found most people are uncomfortable tackling money issues, so they wait…until they can’t wait any longer. At Risk Management Group, Inc. we create a safe environment for making important money decisions, and guide you every step of the way, so you can concentrate on living.
Schedule your complimentary call to see how we can help you.
Jamie Lapin, CFP®
President, Risk Management Group, Inc.