Description

Our retirement planning firm, Imagine Financial Security, turned 4 in February and I have been wanting to do a podcast celebration for this one! 

To celebrate, I thought I would do an episode about some of my initial experiences of going independent as a financial advisor.

• I’ll touch on 4 things I miss about working for a larger financial institution.
• Then, I will touch on 4 of the things I LOVE about being an independent financial advisor.

I hope you guys enjoy it.

Happy 4th Anniversary to IFS!

And congratulations to Roberto Fortuna on his official promotion!

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This is for general education purposes only and should not be considered as tax, legal or investment advice.