The year is now half over.  Was your goal this year to complete a financial planning checklist for 2014?  First on your list needs to be liberating from Wall Street.financial-planning-checklist-for-2014

What exactly does that mean, you ask?

It means breaking free from the bondage of Wall streets strong holds.  It means a financial future free from feeling like a pawn in someone else’s game: Wall Street’s.

In this 5-part blog series, I’ll share with you my 18 years of investing perspective from the inside – the good, the bad and the ugly.  An investment advisor since 1996, I’ve seen the tech boom of 2000, 911’s wrath on Wall Street, the 2008 recession and thensome.

And amidst all of these trying markets, I’ve also seen first-hand how Wall Street does nothing but prosper as investors lost.

The investor carnage I’ve witnessed – and in some respects, partially responsible for as a former “Big Brokerage Advisor” – inspired me to break free, myself, from Wall Street by going Independent.

Isn’t it time you go “independent” too?

If you answered yes, the Liberated Investor Movement will help you break free from Wall Street’s games.  And if completing a financial planning checklist is your goal, you should seriously consider starting by Liberating yourself first.

After you become a Liberated Investor (“subscribing” to this way of thinking and breaking free), THEN delve into a prudent financial planning checklist.

A good financial planning checklist will look something like this:

  • Whats your plan? When, where and why?
  • Insurance.  Who needs it? Who doesn’t?
  • Wills, trusts and directives.  Get your financial “house” in order.
  • Your investing buckets:  Where to put your nest egg to maximize your investments.

Part 2 of this 5-part series is forthcoming. Be sure to tune in, and Get Liberated!