I have a multimillionaire client who reminds me of why I’m doing what I’m doing every time we talk. “Don’t ever tell me I’m doing okay,” he’ll say.The lesson I pick up is that all of my clients, though they’d be considered by most to be at least financially comfortable, have their financial battle scars. They’ve lived through bear markets, cash-draining health scares, career stumbles, and everything else that makes us human.So when it comes to their assets, they want protection. They want safe, sound, conservative investment strategies that will build wealth without drama. I get it.I got into financial services after earning a marketing degree from North Texas State University in 1992 because I listened to a frat brother. My career has been client-facing ever since. I help them make money slowly and steadily -- and smartly.One way I can explain it is to describe my approach to that of a baseball player. I’m not swinging for the fences and hoping for a home run every time I come to the plate. That’s a longshot that results in more strikeouts than dingers. Instead, I believe in scattering balls wisely and picking up a larger share of singles and a few doubles here and there. While it may not be as exciting as the occasional homer, I truly believe that more runs cross the plate my way.When I’m not on the job, I’m enjoying a married life of 20 years in Dallas, my teenage son, and our five-year-old golden retriever. Show me your battle scars. Please don’t hesitate to reach me at 972-689-6549 or by email at jeff@cordamanagement.com.
Listed skills include Mutual Funds, Wealth Management, Separately Managed Accounts, Retirement Planning, and 15 others.
