What’s Your Custom Fit?

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By Nik Aamlid, Wealth Advisor

They say I have a face for radio, but about a year ago my big TV break came. Our local golf retailer was getting ready to film their custom fitting commercial and asked me to be a part of it. I’d like to tell you that it was my dashing good looks and glowing personality that got me the part, but truth be told, it was my abnormally large physical stature.

Here’s how it played out: They stand me (6’5”) on a tee box and hide another guy (5’6”) behind me. I start the clip with a line that only took me about 2 weeks and 100 in-mirror practices to master — “No matter what your size or swing”. As soon as my line is done, the other man peeks out from around me and says, “Austad’s can fit you with the perfect size clubs”. The final clip is the other man hitting a drive and then turning around and jumping as high as he can to give me (arm stretched as high as it can go) a high five.

I’d say we nailed it! But, in case you are wondering, no, Hollywood has not called yet.

About two months after we filmed the commercial, I saw it broadcasted for the first time. All of the sudden, it struck me: what this golf retailer was promoting is not really that different than what we promote at Pinnacle Wealth. Here’s what I mean …

The goal of the game of golf is to get from Point A (The Tee), to Point B (The Cup) in the most efficient manner possible. There are lots of different ways to swing a club and lots of different options for clubs, balls, etc. What this retailer was promoting was the importance of having a professional that can help guide you in those areas and subsequently help improve your efficiency on the course.

Similarly, as we look at our financial goals (retirement, education saving, etc), the goal is to get from Point A (where we are today) to Point B (realization of our goal) in the most efficient and understandable way possible. There are many ways to get there, and the more research you do sometimes, the more confusing it can get. That’s why it’s important to have a professional that can help guide you. Just like there is no one-size-fits-all golf club, there is no one-size-fits-all financial plan … that’s why it’s important to take the time to identify the best path for YOU.

When it comes to life, we are all starting from a different place and each of us has a unique vision for our future … whether it’s different goals, dreams, or desires. Our job at Pinnacle Wealth is to:

1) Listen

2) Guide you in the development of a “custom-fit” game plan to meet your needs and objectives

3) Define an investment strategy that will help you pursue your goals

4) Walk with you through the finish line

Give us a shout today and let us help you build a plan that fits your life and helps you build for the future. Let’s all say it together … “No matter what your goal or dream, Pinnacle can help guide you to the perfect fit plan!”    High five everyone!

 

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