As many people know, I will be retiring from Legacy at the end of the month. Looking back over my time at Legacy, it is hard to believe that fifteen years have come and gone, but what a wonderful experience it has been. When I first started working in the financial industry, even before coming to work here, I can say I knew very little about the industry. However, I have learned so much from the way mutual funds work to how important financial planning can be. I have found my job to be an extremely rewarding experience, as there has always been something to learn or a new challenge to conquer.
While it might sound simple, what I’ve learned most of all is that it’s important to start saving, investing and planning for your future early. You hear it preached a lot, because it’s true. I tell my children and nephews to maximize 401(k) contributions the minute they get a job. Even when you’re in your 20’s it’s not too early to think about your goals, and building a financial plan. Planning is a step by step process. Your whole working career should be spent preparing for life events so by the time you’re my age life is pretty good. If you’re planning along the way, and hit a bump in the road or come to face to face with a tragedy, you won’t be derailed if you’ve planned. You will be able to recover. Even if you only save $50/month- that’s a good start!
My favorite part of working with Legacy has been being able to know our clients as well as I do. Many have become dear friends of mine. I have especially enjoyed the times when working with one client has evolved to working with his/her entire family, which is part of our mission here at Legacy- to be advisors for the generations.
Meeting our wonderful clients and making sure they have what they need has been the most gratifying part of my job. And that’s what I’m going to miss most of all.