Episode 155: John Creekmur

Ready to learn the concept of a true wealth plan and why you should align financial decisions with values and goals? On episode 155 of Grow Your Business & Grow Your Wealth, my guest is John Creekmur. John shares how his interest in finance began in high school and how a chance encounter with a local business owner changed his perspective on pursuing a career in the financial industry. They then dive into the concept of a true wealth plan, where John explains the importance of aligning financial decisions with clients' values and goals. 
John Creekmur founded Creekmur Wealth Advisors, a wealth management firm focused on helping people discover 'True Wealth' beyond money. With a background in accounting and finance, he holds a Master of Business Administration degree and is a Certified Financial Planner™ (CFP®). John enjoys working alongside his wife, Stacy, and they find happiness in spending time with loved ones outdoors, residing in rural Pekin, Illinois.

Key Takeaways:
🔑 John Creekmur's interest in finance began in high school and was further shaped by a chance encounter with a local business owner.
🔑 The concept of a true wealth plan emphasizes aligning financial decisions with clients' values and goals.
🔑 Focusing solely on reaching a specific number can lead to pitfalls; being intentional with financial decisions is crucial.
🔑 Intentional decision-making, collaboration with advisors, and aligning financial choices with personal goals are essential for financial success.
🔑 John Creekmur hosts the podcast "Great Decisions, Incredible Lives" and can be reached through https://creekmurwealth.com/
 https://creekmurwealth.com/disclaimer/ 
Investment advisory services offered only by duly registered individuals through Creekmur Asset Management, LLC (CAM LLC), a Registered Investment Adviser.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. This information is for informational purposes only and shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. The opinions expressed are as of the date of publication and are subject to change without notice. CAM LLC and Gary Heldt/Small Business Advisors are not affiliated entities.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Ready to learn the concept of a true wealth plan and why you should align financial decisions with values and goals? On episode 155 of Grow Your Business & Grow Your Wealth, my guest is John Creekmur. John shares how his interest in finance began in high school and how a chance encounter with a local business owner changed his perspective on pursuing a career in the financial industry. They then dive into the concept of a true wealth plan, where John explains the importance of aligning financial decisions with clients' values and goals. 

John Creekmur founded Creekmur Wealth Advisors, a wealth management firm focused on helping people discover 'True Wealth' beyond money. With a background in accounting and finance, he holds a Master of Business Administration degree and is a Certified Financial Planner™ (CFP®). John enjoys working alongside his wife, Stacy, and they find happiness in spending time with loved ones outdoors, residing in rural Pekin, Illinois.

Key Takeaways:

🔑 John Creekmur's interest in finance began in high school and was further shaped by a chance encounter with a local business owner.

🔑 The concept of a true wealth plan emphasizes aligning financial decisions with clients' values and goals.

🔑 Focusing solely on reaching a specific number can lead to pitfalls; being intentional with financial decisions is crucial.

🔑 Intentional decision-making, collaboration with advisors, and aligning financial choices with personal goals are essential for financial success.

🔑 John Creekmur hosts the podcast "Great Decisions, Incredible Lives" and can be reached through https://creekmurwealth.com/

 https://creekmurwealth.com/disclaimer/ 

Investment advisory services offered only by duly registered individuals through Creekmur Asset Management, LLC (CAM LLC), a Registered Investment Adviser.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. This information is for informational purposes only and shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. The opinions expressed are as of the date of publication and are subject to change without notice. CAM LLC and Gary Heldt/Small Business Advisors are not affiliated entities.

Learn more about your ad choices. Visit megaphone.fm/adchoices