Most of us cannot imagine driving a car without knowing how to operate it or without a basic understanding of the rules of the road. In fact, it’s quite a scary thought. Yet many individuals are operating their personal finances with only minimal knowledge.
One study found that, when asked five basic questions about finances and the markets, 61% of them were unable to answer more than 3 correctly.¹ The study also found that 18% of Americans routinely spend more than their household income and one-in-five have overdue medical bills.
Unfortunately, financial concepts are not always taught in schools. It has been said that knowledge is power and if that is true, then too many individuals lack the power to develop sound financial futures. Success rarely comes accidentally; it is the culmination of a journey whose first steps are in education.
I have created a financial education presentation called “Your Path to Financial Freedom”. It outlines the 6 steps needed to set your financial life up properly to ensure your financial success. In my experience I have known far too many people who jump straight to investing with no plan for financial emergencies which everyone runs into. Sadly, they often end up robbing from their future and their retirement and never recouping those losses.
My passion is in teaching people about finances and educating them so that they can set up their financial life with confidence. I want my clients to become financially literate and to ask questions, so that I can help them work toward their goals.
If you would like to know more or know of any individuals, group or organization that could benefit from my financial training, please call me with questions, or to schedule a presentation. It will be a pleasure to work with you.
1. FINRA Investor Education Foundation, 2016
Rich Gibson, Global View Capital Advisors
562-879-9743 / firstname.lastname@example.org
Global View Capital Advisors, LTD is an affiliate of Global View Capital Management, LTD (GVCM). GVCM is an SEC Registered Investment Advisory firm, headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 531988. PH: 262. 650.1030. Richard Gibson is an Investment Adviser Representative (“Adviser”) with GVCM. Additionally information can be found at:https://www.adviserinfo.sec.gov/IAPD/Global View Capital Insurance, LTD. (GVCI) insurance services offered through ASH Brokerage and PKS Financia l. GVCI is headquartereed at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, Wisconsin 53188-1126, PH: 262-650-`030. Richard Gibson is an Insurance Agent of GVCI. Securities offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Head quartered at 18 Corporate Wood Boulevard,Albany, NY 12211. Purshe Kaplan Sterling Investments and Global View Capital, RICP Management, LTD. are not affiliated companies.Additional information can be found at: http://www.finra.org/industry/rule-2210-brokercheck