At CIA, our firm was founded with the priority to help you Sleep Well at Night (SWAN). We do that by helping you work toward your long-term financial goals and objectives in an effort to earn your confidence and trust along the way. We call this the SWAN approach. You may call it something else – a grandchild goes to college, retirement is secured, a new business takes shape, etc.
A Mission to Help 1,000,000 People Retire Sooner
As a seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an investment advisor, Wes brings in guests, specialists and our team of financial professionals to teach you how to set and work towards your financial and lifestyle objectives.
With over 1.3 million downloads and counting, the mission of the Retire Sooner Podcast is to provide real-life lifestyle goals without weighing listeners down with financial jargon and unrealistic money goals.
Read and listen to our take on the latest financial news.
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