#013: Financial Planning in the Current Market with Bryan Saylor
Manage episode 332986527 series 3300677
Many small business owners rely on their small business as their retirement. Bryan Saylor of High Point Financial, an independent wealth management firm, is a financial planner helping business owners and others build and protect their wealth.
Bryan shares his journey in discovering his love for economics and how his career in financial planning developed. Before opening his business, High Point Financial, with three partners, he worked with Vanguard, Fidelity, and another small firm. Now, his work as an independent firm allows him to personalize and customize investments and insurances unique to each of his client's specific needs. What works for one individual will not always work for another, financial planning is not one size fits all.
There is a lot going on in the world that can have an effect on your financial future. Bryan shares some insights on today’s market (May 2022) and the changes that have taken place over the last years and months. We discuss how COVID, supply chain problems, policies in China, and the War in Ukraine have created major problems for the current market, including inflation in the United States at the time of this recording.
Every individual and business has a different risk tolerance. Bryan and his team at High Point Financial work to listen, ask questions, and find the solutions to each individual’s need. Consider working with your own financial planner in order to protect and build your wealth, and ensure financial circumstances beyond your business.
What’s Inside:
- What is a Financial Planner?
- What does the current market look like?
- How can small businesses make financial planning decisions?
Mentioned In This Episode:
High Point Financial
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