New Surprise at Bush Wealth

| December 28, 2015

Business School 2

Stacy Bush, Valdosta Today Financial Contributor

stacy bushIf you follow us on social media, you know that we have a surprise we have been waiting to release. That time has finally come. Bush Wealth Management officially rang in 2016 by adding a brand new service: Onward Wealth Development!

What Is Onward Wealth Development?

Onward Wealth Development is a division of Bush Wealth Management meant to provide financial advice for young, hard-working people. If you’ve wanted to develop a financial roadmap for your future, but have not taken the first step, Onward Wealth Development could be your answer.

What Are Common Questions Onward Wealth Development Helps To Answer?
Should you pay down debt or save for retirement?
Should you buy a house or just rent?
Should you participate in your company’s 401k?
How much should you have in an emergency fund?
How much life insurance do you really need?
How do you save for your child’s college fund?
How do you create a sustainable budget?
How Do You Get Started?

Easy. Head over to bushwealth.com and click on the Onward Wealth Development program. You will be able to find more information regarding the services offered in addition to filling out an online application. After you fill out your application, email it to us or send it by mail.

Is There A Fee For The Initial Meeting?

Not at all. Why should you pay for something that you may or may not like? Payment will only be required if we decide to move forward after the first meeting.

Does Onward Wealth Management Accept Referrals?

Absolutely! Most of our clients are referred to us by our already existing clients. We value our relationships with current clients, therefore anyone that is special to them, is special to us.

Who Is Not A Good Fit For Onward Wealth Development?

If you thrive on discovering the latest “hot-stock”, prefer trusting your gut over sticking to a strategy, or believe in chasing returns by jumping in and out of the market, we probably won’t be a fit.

Learn more about Onward Wealth Development by visiting www.onwardwd.com or call us at 229-247-1474.


Stacy Bush has practiced independent financial advising in the Valdosta area for 14 years. Growing up on a farm in Donalsonville, Georgia, he is keen to the financial needs of South Georgia and North Florida families. Stacy and his wife, Carla, live in Valdosta with their four children. You can submit questions about this article to askstacybush@lpl.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinion voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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1 Comment on "New Surprise at Bush Wealth"

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  1. Jim says:

    Stacey Bush has the heart of a teacher. He really wants people to succeed. Excited to see this in service in Valdosta!