The Flinchum File

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Special Financial Planners

Years ago, I was proud to serve as a member of U.S. Army Special Forces.  Since then, it has always amused me to see others think of us as tough, semi-savage barbarians, when we were just ordinary guys in great physical condition who were not satisfied with being merely good soldiers and wanted to be the best soldiers.

Today, I’m in Chicago attending meetings with the National Association of Personal Financial Advisors (NAPFA).  While they certainly lack the same physical conditioning, they do share that same lack of satisfaction with being merely good planners and want to be the best planners. 

They are not content to be merely certified.  They deeply want to be the best, both technically and ethically.  A little more nerdy and certainly older, I see NAPFA as the Special Forces of financial advisors, and I’m proud to be a member.

Or, maybe I’m just getting old and nerdy . . .