Posted July 21, 2020 by John Posey
Over the years, my career has crossed a few different places. From my start at big national companies like American General and Thrivent to a locally owned accounting firm and community bank to running a financial planning firm. I’ve become a collector of ideas and experiences and not just my own, but several from some of the most respected minds in business and the financial services industry. I’ve learned some important things along the way and I created a guide that includes some of the most valuable things I’ve discovered.
I created the Financial Freedom Field Guide to develop a context and describe a process for creating more financial freedom. It is a culmination of things I’ve learned over the years that I wish I knew decades ago. It is a how-to guide to set yourself up to successfully save and invest for the future. This is about living with more choices, more flexibility, and committing to being intentional with your financial resources. I truly hope this guide transforms the way you think about money and leads you to experience more financial freedom.
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Advisory services offered through Plains Advisory LLC, an investment adviser registered with the State of Nebraska. Insurance products and services are offered and sold separately through John Posey, a licensed insurance agent. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Any information provided is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal, tax, financial or investing advice and cannot be used to avoid tax penalties or to promote, market, or recommend any plan or arrangement. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.