It’s a lot of hard, grueling work to build a career as an optometrist, whether you distribute the W-2s or receive one yourself. There are peaks and valleys, and a long, winding road in between. Your goal is to help your patients see the world healthier, clearer and crisper, and my role is to do the same through the lens of your financial plan.
Post-Pandemic Advice for Business Owners
I’ve been a financial advisor for the last 7 years and have been mentored by two talented advisors in middle Tennessee, who have a combined 65 plus years in the industry. I am often being asked, “What are you guys telling your clients right now?” We are suggesting the following three principles to consider.