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The Enterprising Client: Peggy Eddy and her husband Bob specialize in clients who, like themselves, love being entrepreneurs.(Creative Capital Management Inc. )
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Financial Planning
- Article date:
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April 1, 2007
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Copyright informationCOPYRIGHT 2007 SourceMedia, Inc. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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Quick. Creative. Impatient. Difficult. Retirement-phobic. Addicted to risk. Roll these attributes together, stir in a hefty dose of illiquid assets and you have Margaret (Peggy) Eddy's favorite client: the entrepreneur. "Entrepreneurs are a different breed," she beams.
Peggy Eddy, CFP, and president of Creative Capital Management in San Diego, knows all about entrepreneurs. She is one. Tired of the corporate grind, Peggy and husband Bob-also a CFP-bought into a business counseling franchise some 32 years ago. At first making cold calls out of their apartment, the couple was on the verge of hocking their wedding gifts when they landed their first client-an entrepreneur ...
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