Handcrafting Your Wealth: The Story Behind The Name (Ep. 2)
Handcrafted for a confident retirement is the motto Artisan Wealth Strategies prides itself on.
The commitment to this statement is why one of the first things discussed with any client at Artisan is to understand their circumstances and really get to know them over time.
Back with the second episode of Handcrafting Your Retirement, we get to know the story behind the Artisan name and the vision for this podcast. Our host, Brett Ramsey CFP, MBA shares insightful wisdom about the importance of building relationships with clients over time to increase confidence in their retirement. He helps us understand what makes a relationship go from good to great, and how his unique background has impacted the way he has evolved his business to where it stands today.
Brett discusses:
- The business model and philosophy that Artisan Wealth Strategies prides itself on
- Why a timed relationship is a key process in retirement planning
- The importance of developing contingency plans to increase confidence
- How evolving and adapting in life, and retirement planning, are imperative to getting the outcomes you want
- ….And so much more!
Resources:
Connect with Brett Ramsey:
About Brett Ramsey CFP, MBA:
Brett is one of our owners and LPL financial advisors here at Artisan Wealth Strategies and has been in the financial industry for 20 years. He specializes in retirement income planning, as well as comprehensive financial planning, and enjoys guiding and supporting his clients through major financial decisions in their lives.
Brett attended Case Western Reserve University, where he received his undergraduate degree in Mechanical and Aerospace Engineering. He went on to attend Duke’s Fuqua School of Business to receive his MBA. While working as an executive at an insurance company, Brett began to realize how much he enjoyed working directly with his clients and wanted to be able to provide more comprehensive support and guidance to help them reach their goals.
So, he received his CFP® certification to become a financial advisor, and soon began helping clients on their financial journeys. In his 20 years in the industry, he’s worked for major financial corporations such as Sheridan Road Financial, Novus Wealth Management, and Nettworth Financial Group prior to establishing his own financial planning practice. Now, he provides his clients at Artisan Wealth Strategies with personalized service and a wealth of knowledge accumulated from his decades of experience.
Raised in a small town in Arkansas, Brett credits his father with teaching him the value of a dollar from a very young age. Every night after work, his father would watch the nightly business report on PBS, and Brett would join him. Through those nightly reports and his father’s guidance, Brett has always had an innate understanding of finances and how to manage money well.
Brett now lives in Carmel, Indiana, with his wife, Christine, and their three children—Maryrose, Caroline, and Grant. His family is his favorite pastime, but he’s also an avid athlete. He’s run several half marathons and a full marathon, loves to golf, and enjoys coaching others as well.
An active member of his community, Brett has organized many educational classes on financial topics such as budgeting, eliminating debt, and planning for retirement, and has volunteered and taught similar classes for many non-profit organizations. Above all, Brett is committed to educating others—especially his clients—to become confident in their own financial decisions.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC
The opinions voices in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
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