I think you know my husband Doug best from the pictures of the work he’s doing for the house renovation, but what you haven’t heard is that he is a Registered Investment Advisor. He listens to financial news for fun.
In our family, and in our marriage, we have different roles for how we deal with our money. I focus more on saving money and making intentional purchases. Doug’s role is that he works to invest and increase what we earn. We work together so that we will manage our money well.
For years he has pictured that being an independent advisor helping clients to better invest their money would be his dream job. We’re going to do it. This past year Doug turned down other job offers since he had a better idea in mind, and once that idea took hold, that was it.
We started an investment company called Pier.
Pier provides investment management with an emphasis on producing income streams. It’s for people who want to live off their investments during retirement (without withdrawing principal) and people who want passive income from investments.
If you have old 401(k) accounts from past employers or IRAs that are underperforming, Doug can help you with that.
He’s quite talented at managing investments, but you know I’m biased.
Check out the new site at PierMoney.com just so you can look at what we’ve been working on behind the scenes all this time. (If you think this might help you, you should definitely look into it.)