In this episode, we talk to Brian Ursu, CFP (President at Intentional Wealth Advisors) as we discuss financial planning for the future, how his daughter sparked the idea for his new book, and we even talk a little soccer.
Purchase Brian's book here.
Check out Intentional Wealth Advisors, LLC
**More On Brian**
Having worked nearly 30 years in the financial industry, actively listening to his clients, Brian has a clear idea of their concerns: enough money for a comfortable retirement, the ability to help their children through school and their parents through life, manageable taxes, and financial stability and confidence. Twelve years ago, this knowledge, coupled with his integrity, compelled Brian to open his own, small-by-design wealth management firm where he could freely choose and design investment strategies that best address his clients’ individual needs and risk tolerance. An avid reader and passionate about his work, Brian strives to stay well-educated and current in what the financial industry is doing, using his experience, skills, and advanced financial planning software to help individuals, their families, and their closely-held businesses.
Brian uses asset allocation (that is, the process of dividing a portfolio among major asset categories such as bonds, stocks or cash) and rebalancing to keep portfolios diversified and to minimize loss. (See “Our Mission.”) His goal is to provide clients with some of the best professional and personal service they have experienced in this industry as he works with them toward building and preserving their wealth and financial confidence.
He has earned several titles acknowledging his accomplishments:
Brian, his wife, and two of their five children live in an intentional community in Leelanau County. (The older ones are in college or beyond, with two living much too far away on the west coast.) As much as possible, they enjoy reading, outdoor activities, and get-aways to Mackinac Island. Brian’s personal goal is to live with intention, to enjoy a long, healthy, meaningful life while helping others do the same.
Visit our website TheStartupLifePodcast.com
Follow The Startup Life Podcast Facebook Page
Want gear from The Startup Life? Check out our gear!
Check out other great podcasts from The Binge Podcast Network.
Written by: Dominic Lawson Avani Garde
Executive Producers: Dominic Lawson and Kenda Lawson
Music Credits:
**Show Theme**
Behind Closed Doors - Otis McDonald
**Break Theme**
Sponsors/Partners
If you want to try any of Swanson Health’s great products for yourself, use code STARTUP20 for 20% off on https://www.swansonvitamins.com/.
If you’re concerned about the safety of your employees and the sustainability of your organization, you need the resources and connections RIMS provides. Learn more at www.rims.org/Podcast. You can save 25% off a year-long membership.
Go to the Phillip Stein and use code SLEEPEZ to get 10% of your new Philip Stein Sleep Bracelet.
Visit peopleready.com/startuplife to learn more about how you can partner with PeopleReady.
Get 20% Off and Free Shipping with the code THESTARTUPLIFE at Manscaped.com. That’s 20% off with free shipping at manscaped.com, and use code THESTARTUPLIFE. It’s spring cleaning baby and your balls will thank you!
