25 - Eric Brotman

2018-03-29

Eric Brotman understands that a relationship with a financial planner is a multi-generational thing. I talk about this a lot on the show, but it’s all about a holistic plan that takes into account all the financial aspects of your life, and it’s about reviewing the plan once or twice a year and changing it to match your goals and objectives as they change throughout the course of your life. This is an ongoing thing. It’s not a one-time plan or a transactional thing. This is a lifetime deal....

Eric Brotman understands that a relationship with a financial planner is a multi-generational thing.

I talk about this a lot on the show, but it’s all about a holistic plan that takes into account all the financial aspects of your life, and it’s about reviewing the plan once or twice a year and changing it to match your goals and objectives as they change throughout the course of your life.

This is an ongoing thing. It’s not a one-time plan or a transactional thing. This is a lifetime deal.

In the interview, Eric didn’t list what he calls his “alphabet soup” of designation letters after his name. He’s got a lot of professional designations and that’s not a bad thing, but as he says, you can’t get a diploma in integrity and hang it on the wall. Confidence is something you earn.

So yes, credentials are nice, but never blindly trust someone because they have a lot of letters after their name. Talk to them and make sure that they’re listening to your story and working towards your goals.

And it doesn’t hurt to get a second opinion.

I couldn’t make it down to Maryland anytime soon so Eric joined me online to tell his personal finance story.

NEXT EPISODE

26 - Matt Matheson

DISCLAIMER: Eric offers securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Brotman Financial Group or any entity referenced herein. Neither Kestra IS nor Kestra AS provide tax or legal advice. The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra IS or Kestra AS. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.

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