Heidi Ricken-Provost talks about the difference between money managers and money planners. Gerry and Heidi share how planners earn their fees by not just taking care of money, but buy helping craft goals and the plan to try and achieve them. They also share how planners help people make the proper adjustments along the way to reaching their financial goals and how financial advisors help with investments, income, taxes, healthcare, and legacy planning. Gerry and Heidi also discuss moving their office to a downstairs space in their building and the new skill Gerry did not realize he had.

Get your complimentary meeting with Heidi and Gerry – call 314-442-6476 or go to https://rickenfinancial.com/

Find the Rickens on social media and YouTube:

https://www.facebook.com/RickenFinancial

https://www.instagram.com/rickenfinancial/

https://www.youtube.com/@rickenfinancial

See omnystudio.com/listener for privacy information.