Happy Thanksgiving – Do You Need An Indian?

Happy Thanksgiving everyone. 


Hope you have a great week with family and friends and take some time to count your blessings!


Let’s take a second to think about the traditional Pilgrim and Indian Thanksgiving story and answer this question, “Do you need an Indian (aka a financial advisor) in your life?”



Thanksgiving Story


The traditional story is that the Indians helped the Pilgrims figure out how to plant and harvest crops so that they could survive in a new place. 


The Indians taught them what works here. How to plant, how to harvest, how to do all the stuff in between to take care of their crops so that they could have the harvest. 


Financial Planning Myth

We all need some Indians in our life! 


I often see this misconception where people think that they should know how to manage their retirement crops themselves and they feel like there is something wrong with them if they don’t understand or know something related to financial planning.


But everyone is an expert in something and unless you are an advisor, it is something other than financial planning. 


Just like the pilgrims who probably all had different skills that they might have brought with them.


The fact is that you all probably specialize in something other than financial planning. 


I don’t know how to be a nurse.  I might know some basic medical things, but I’m not a nurse.  


I’m not a doctor. I don’t know how to build a house or fix my car. I mean, I might like to tinker with things, but that’s not my expertise. 


The same might be true for you with your financial life and it is okay to have an Indian to have someone show you the best way for you to plant your crops. 


Question for a financial advisor from Monroe WiCreating An Investment Harvest

What’s the best way for you to invest to get the harvest you want? 


Maybe you are working and saving now to prepare for retirement in the future. You need to know what seeds to plant and how to care for them to bring you the retirement harvest to meet your needs.

Either way, you’re probably looking for that financial security that you’re going to have enough not just to survive, but you live your dreams!


If that’s the case, then you need an Indian!


Good news, we are part Indian!


Financial Indians that is! We can help you make sure that you can get the harvest you need from your financial crops and enjoy a bountiful blessing. 


If you need an Indian (financial advisor), make sure you reach out and give us a call.


We serve clients in Mineral Point WI, Dodgeville WI, Platteville WI, Lancaster WI, Fennimore WI, Boscobel WI, Richland Center WI, Muscoda WI, Spring Green WI, Mazomanie WI, Sauk City WI, Middleton WI, Madison WI, Fitchburg WI, Verona WI, Mount Horeb WI, Barneveld WI, New Glarus WI, Monroe WI, Bellville WI, Oregon WI, Stoughton WI, Darlington WI, Cuba City WI, Hazel Green WI, Belmont WI, Dubuque IA, Freeport IL

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