“Helping Make Your Money Last One Day Longer Than You” (Ep. 1)
“Helping make your money last one day longer than you” is one of the notions Artisan Wealth Strategies stands by.
In this very first episode of Handcrafting Your Retirement podcast, Brett Ramsey CFP, MBA, co-owner of Artisan Wealth Strategies, gives listeners a grasp of what this notion means and why it should matter to you.
Tune in to the inaugural episode where you will learn about Brett’s passion for educating retirees on finance, how Artisan Wealth Strategies approaches the client advisor relationship and the experiences that started from when Brett was a young boy that have helped shape his career.
Brett discusses:
- His personal story and how lessons he’s learned along the way have taught him to approach every client in a unique way
- The history behind why he got into the financial industry to help retirees and what inspired him to take this path
- The Artisan Wealth Strategy philosophy and what sets them apart
- ….And so much more!
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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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