It was 20 years ago when two fellas had the crazy dream of building a financial services firm from the ground up. That might not sound so crazy to you — there are all kinds of financial advisors out there — but we were a little different.
The dream of retiring early is a hot topic among millennials. There are countless podcasts, blog posts, and Reddit threads dedicated to exploring ways to achieve financial independence and gain more control over your time.
In today’s world, we have more information at our fingertips than ever before. When I meet with a new client family, I know they are often well-informed and capable of “doing their own research” when it comes to financial planning. But just because we have access to all the data in the world, it doesn’t mean that we know how to build and execute a plan designed specifically for us. I’ve been told that artificial intelligence may one day eventually replace me as a financial advisor. But I also know from my interactions with ChatGPT that we’re nowhere near that point. For the majority of our client families, their retirement planning can’t be put on hold while they wait for AI to catch up.
*Representatives are licensed to offer insurance and annuity products in AL, FL, GA, IL, IN, KY, MA, ME, MI, MO, NH, OH, SC, and TN and are licensed to offer investment products in AK, AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, Washington DC and WV. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through The O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.