Tolen is part owner of Financial Decisions and serves as the Chief Investment Officer. In his current role, Tolen is responsible for overseeing the investment portfolios for individual and institutional clients and specializes in retirement planning, estate planning, and tax minimization strategies. In addition to these areas of expertise, he also oversees the firm’s compliance mandates.
You might be going down a track for one thing but now you have completely different goals. Take a step back and think about what you want to accomplish. Many people have had a lot of major changes. Most flexibility from a leniency standpoint. Maybe now is the right time for a career change or moving out of state or elsewhere.13 February 2021