Greetings!
First let me introduce myself to those who may not be clients or I have not had the pleasure of meeting yet. My name is Andy Holt and I am a Financial Advisor. My Bio highlights are that I am a dad of 4, a wanna be golfer, and a lover of Psychology and personal development.
As far back as I can remember, I wanted to own a business. At this point in my life, I have owned several businesses. But, none have been as rewarding as helping people plan for retirement, or navigate an insurance need. I have been working in this capacity now for 22 years, but it feels much shorter than that.
I wanted to start this blog in order to dig deeper into the meaning behind this type of work. To me, it isn't about some magic number in an investment account, it is about what that number can mean to you and your loved ones.
A blog is also a good opportunity to share new developments that are going on with Bison Wealth Strategies. Yogi Berra said "The future ain't what it used to be." And he was right. Things are always changing. Investments and Insurance are no different. We will alll be affected by the growth of AI and Quantum Computing, as well as tax laws that inevitably change from year to year.
So, I hope you walk with me on this journey as I try to add some personality to a sometimes droll topic of finances.
Blessings,
Andy