Marion Investment Advisors. LLC
(803) 403-1420
edward@marioninvestmentadvisors.com
A few words from Edward Marion:
At age 15, with a job as a bag boy at a grocery store, I began putting 10% of my paycheck into a savings account. From day one, it was instilled into me to do so, as was the fact I would not miss the money. The need to build a nest egg for my future was the mission. “Learn to live on your net income minus 10%,” is how it was explained.
Over the course of 25 years, most of it before the internet existed, having read books, magazines, watched news, and attended seminars, I invested money in the market using a variety of concepts, all culminating into the investing strategies I now promote. Slow and steady wins the race.
With a nest egg for retirement being the goal, what happens when the goal is achieved was never on the radar. At age 40 with mission accomplished, I retired. Then, although knowing distribution existed, no seminar or book had explained to me the realities of Preservation and Distribution. By age 44, having successfully gotten through Accumulation, I was thrust into figuring out a strategy for Preservation and Distribution. Albeit stressful at times, I figured it out.
Excited about my enlightenment and with solid strategies for each phase learned and vetted through personal experience I pursued a career as a Financial Advisor. Having worked for four years with a large insurance company, Marion Investment Advisors, LLC was formed.
Helping people sort out the unknown-unknown became my focus. If you haven’t heard of the unknown-unknown take time to figure out what it means before picking a path for your financial future. It is critical for you, and anyone who advises you to understand this concept. It’s about understanding that if you do not know something, then how can how you get answers? How do you know what to ask? Who do you ask? If you don't know, and you meet with an advisor, how do you know if they know? And, how do you know what to ask to determine if they know?
Give me a call, allow me to give you some insight, and let’s explore your unknowns together. Drop by to hear about our strategies for the phase you are in, Accumulation, Preservation, and Distribution.