Issue link: http://maconmagazine.uberflip.com/i/1498135
WHAT IS THE MISSION OF YOUR BUSINESS? The primary thing we do is actively manage our client's investment accounts with an eye toward avoiding large losses. Most of our clients are retired, and many are having to take money out of their investment accounts for monthly expenses, so they cannot afford a large loss. As an example, we moved mostly out of the market last May, when the risk was just too high. Secondly, we strive to provide helpful financial education to the community via our weekly radio show, which airs on Saturdays from 9 – 10 a.m. on AM940, weekly appearances on 13WMAZ, free community seminars, free consultations, and through our website. WHAT IS YOUR ADVICE FOR WOMEN WANTING TO START THEIR OWN BUSINESS, GOING BACK TO WORK, OR STARTING A NEW CAREER IN MACON? For women who want to start a business, do your research and make sure you understand the cost, the time involved, and the competition. You really need a mentor, so I recommend contacting SCORE Mentors Middle Georgia to establish a relationship with a mentor. LOOKING BACK, I WISH I HAD KNOWN/ RECOGNIZED ________. I grew up on a farm in Idaho, and my dad put his money in the bank and had us do the same. I didn't even know the stock market existed as nobody talked about it. Even in college nobody talked about it. It wasn't until I got my first job and had access to a 401k that I learned to invest. I wish I had learned about the markets earlier, which is why I love educating others. IN FIVE YEARS, I _________. In five years, we will have completed the purchase of Rosenberg Financial Group. By then, I will have two additional financial advisors on my team, and we will have increased the services and products that we offer. Our goal is to increase assets under management each year going forward to increase the value of the business. 2023 Women in Business SHERRI GOSS, CFP ® PRESIDENT, ROSENBERG FINANCIAL GROUP 2517 MOODY RD., STE. 100, WARNER ROBINS, GA 31088 4875 RIVERSIDE DR., STE. 201, MACON, GA (478) 922-8100 | SHERRI@RFMONEY.COM RETIRERELAX.COM S P E C I A L A D V E RT I S I N G S E C T I O N 106 maconmagazine.com | APRIL/MAY 2023