Tru Wealth Strategies

Financial Freedom with Brian Raleigh
Four years ago, I had a mid-​life epiphany. Besides quitting my career which I was unhappy with since the day I earned my doctorate, I finally said NO to mutual funds. Since I was disgusted with the performance of my retirement account consisting of mutual funds, I converted what was left to 100% cash. At this time, my husband changed jobs and converted his account to cash too instead of rolling it over into his new 401K. Now what? Well, being jobless, I had lots of time to research the world of investing. I was much more satisfied with having my financial future in my own hands. However, there were a few investment areas I could not participate in being an individual investor. I needed the assistance of a financial advisor for some of the new investment vehicles I was interested in. So in the summer of 2008, I interviewed a few financial advisors from the global consumer banks. I decided to work with a consultant from Well Fargo, as I did not know about independent financial advisors like Brian Raleigh and Tru Wealth Strategies. Over the next 3 years, the investments earned 2.3% annually. Not bad considering the economic conditions of our country and the world but I had expected a higher return based on the numbers the consultant gave me, his glowing recommendations, and the fees I paid. In addition, the average return was less than half the profits I was earning on the investments that I managed and I don’t charge myself any fees. I wasn’t satisfied with the situation but was unsure how to proceed. Luckily for me, I received a recommendation for Brian Raleigh and Tru Wealth from a person who works in a financial institution that I have had a professional relationship for a decade and I highly respect.
In December 2010, my husband and I met with Brian Raleigh. After the meeting, I had the warm fuzzies and was thoroughly impressed with Brian. First of all, he is affable, a nice guy, and easy to like. To me it’s important to like the person who I am going to trust with my money. Brian is confident without being condescending. He also exudes a trustworthiness that is also high on my list of required characteristics. Brian is sharp, intelligent, and at the top of his game. He knows what he is doing!
For our initial, ‘meet and greet’ meeting, Brian gave us what I’d term the ‘generic’ presentation based on our age and time horizon. However, the normal game plan does not fit our goals. We have specific targets, which are out of the ordinary for our age. Brian listened very intently. He followed up with us and kept in touch. Even though we hadn’t invested with him, I was confident in his abilities that I actually began to recommend Brian to my friends. After a few months, he found an investment opportunity that would match or exceed our goals. Now we’re talking! Initially, I was very excited about this opportunity but my enthusiasm was tempered by my previous lackluster experience with a financial advisor. So I decided to be more conservative and try this one investment to basically test Brian. We worked with Ann Bressler to complete the necessary paperwork. Ann is a joy to work with. She is incredibly friendly, helpful, and efficient. There was one little glitch in the set up of our account and Brian and Ann immediately fixed it. Awesome service! Over the course of the year, the investment earned the stated 7% interest. Brian thoroughly described the opportunity, how it would behave, the proposed exit strategy, and specific tax implications. Everything went according to plan. My husband and I are completely happy and satisfied with our first experience with Tru Wealth Strategies. Recently, we have invested in 2 new opportunities with Brian. We highly recommend him. With Brian’s help, we are now on our way to financial freedom.