Pete & Bill Bush: July 23, 2019

ARE YOU ONE OF THE 75% OF AMERICANS WHO REFUSE TO SEEK OUT FINANCIAL ADVICE? 

EXPERTS SHARE TIPS ON HOW TO ENGAGE WITH A FINANCIAL ADVISOR; STRESS WHY IT’S IMPORTANT AT ANY STAGE OF LIFE & TO HELP ACHIEVE OVERALL FINANCIAL WELLNESS

Live On-site from the Colorado Convention Center in Denver, CO

 

Pete Bush – CFP® – CEO, a co-founder and Partner of Horizon Financial Group – Baton Rouge, LA

Bill Bush – Financial Advisor/Media Manager, CRPS®, CPFA®

 

Americans nationwide are struggling when it comes to understanding and saving money. In fact, a recent GoBankingRates.com survey found that 1 in 3 Americans shockingly have $0 saved for retirement.

The statistics on American’s financial knowledge and desire to seek more information are staggering:

  • Standard & Poor’s released a global study finding that 3.5 billion adults worldwide don’t understand basic financial concepts.
  • According to the recent CNBC and Acorns Invest in You Savings Survey, 75% of Americans refuse to seek out professional financial advice.
  • A recent Transamerica Center for Retirement Studies report found that 40% of Americans that do save for retirement simply guessed how much money they will need for retirement.

 

On July 23, Cetera Financial Group will be hosting the Connect 19 conference, where 3,500 financial advisors will meet to help them tackle the most common issues they face from individuals who seek financial help.  Pete and Bill Bush part of the Cetera Financial Groups network of Financial Advisors will provide listeners with tips on how to get started; questions individuals should ask themselves before approaching a financial advisor; and questions they should ask financial advisors to ensure a path to financial wellness.

 

TIPS INCLUDE:

  • DISCLOSE CREDIT CARD DEBT:  Many people hit rough times or simply make mistakes when they are young and there is no shame in carrying debt on your credit card. A financial advisor can only help you if you tell them everything.
  • FAMILY ISSUES CAN IMPACT STRATEGY:  If you are part of the sandwich generation – financially responsible for your children and parents, – you will have additional expenses that you need to take into consideration when planning for your future.
  • HEALTH ISSUES NEED TO BE SHARED:  It’s hard enough to deal with the physical and emotional issues associated with an ailment. Don’t compound the issue by not disclosing this to your financial advisor.

 

For more information please visit: www.cetera.com

 

 

More about Pete Bush

Pete Bush, CFP® is the CEO, a co-founder and Partner of Horizon Financial Group, based in Baton Rouge, Louisiana. He has been in the financial services industry since 1991, focusing his career on assisting successful individuals across many walks of life with their personal financial management. His clients include business owners and executives, medical and legal professionals, retired couples and individuals, and professional athletes.

 

He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Registered Principal with Cetera Advisors. For the past seven years, Pete has been one of seven advisors selected by the Cetera Advisors, LLC President/CEO to serve as a member of the President’s Advisory Council, a group counted on for leadership initiatives within the company. In addition, Pete serves on several committees for the broker dealer holding company, Cetera Financial Group. His professional licenses and registrations include the Series 7, 24, 63, 65, 51 and Life, Health and Disability Insurance. He is a member of the Financial Planning Association (FPA) and the Financial Services Institute. Under his leadership, Horizon was selected as a member of the “LSU 100” in 2011 – 2016 and is recognized as one of the top 100 fasted growing Tiger owned or managed companies in the world.*

 

Insights from Pete have been featured in nationwide publications such as: Business Week, American Way Magazine, Institutional Investor, Journal of Financial Planning, Financial Planning Magazine, Lagniappe- the official publication of the Louisiana Society of CPA’s, The Baton Rouge Business Report, Investment News and many more.*

Pete is actively involved in his community, having served on many boards and committees over the years, including the YMCA, the LSU Alumni Foundation, First United Methodist Church, The Baton Rouge General Foundation, Rotary Club of Baton Rouge, The 2 Seam Dream Foundation, Junior Achievement, a founder of Baton Rouge Uncorked, the LSU CFP® Advisory Board and is a current member of the LSU TAF Board.

 

More about Bill Bush

Bill is both a registered Financial Advisor and the Media Manager for Horizon Financial Group. His dual responsibility consists of both developing marketing strategies to assist the firm in achieving its business objectives, as well as assisting individuals and families in investing and protecting assets.

Bill holds Series 7 and 66 security registrations with Cetera Advisors. As a Chartered Retirement Plans Specialist(SM) and Certified Plan Fiduciary Advisor®, Bill helps Horizon service over 65 company retirement plans including 401(k), 403(b), 457, and SIMPLE IRA plans. Prior to joining Horizon, Bill spent 8 years as a CEO in the healthcare industry.
He also had a lengthy career in television broadcasting, business development, and marketing operations.

 

 

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