Seattle Times Features Advitica Client
Tom Mclean of Advitica Finiancial Planning and client Sarah Omary were featured in a Seattle Times article written by Jenny Cunningham.
“Tom laid out the different kind of businesses and how they perform over time. The idea is that you invest in lots of companies; foreign, domestic, small cap, large cap. It helped to know the ‘why’ behind diversification.”
The planner helped Omary define her overall goal, which is to be financially independent by age 67. “I’d like to not work full time by the time I’m 67,” Omary says. “I can’t imagine not working at all. I would go crazy.”
To read the full article click here
