How dreams come true at BMM

Peter

By Peter Coughlin • June 12, 2019

Two of our clients, a husband and wife on the West Coast, are successful entrepreneurs raising three beautiful children. Their oldest child is a freshman in high school and an elite athlete, traveling the United States and Canada playing hockey.

During a portfolio review at their kitchen table, they told me that their son’s dream is to play Division I hockey in college. They asked me, “How do we do this?” and I told them to give me a week, but I think I can help.

I did some research and made some calls. One family that I spoke with recommended a firm that specializes in connecting student-athletes with the right colleges. I called them and they were precisely what my clients were looking for. This firm would identify colleges, email the coaches, create a professionally edited video, prepare the student for the SAT, and have a personal coach for the entire recruiting journey. I then went and discussed this with our owner, Allen Harris, and told him that it would cost $3,000. Allen said Berkshire Money Management would pay the entire bill.

Three days after meeting with my clients, I called them and told them that Berkshire Money Management was hiring this recruiting firm for their son. I am helping this family with their most important asset, and helping their 14-year-old son pursue his dream.

Peter works with people from all walks of life who have either retired or are about to retire to protect and grow their wealth. He serves as a guide to help them make some of life’s most significant decisions including, “When can I retire?” or, “How can I protect my family if something happens to me?” As a Certified Senior Advisor®, he helps older adults prepare for and navigate the changing needs of their later years. Many of his clients own a business or are doctors, nurses, lawyers, CPAs, or engineers.

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