As of yesterday my firm has been around for half a decade. For those of you that don’t know, Open World was a dream of mine when I got approved in 2018. I grew the firm slowly, meaningfully, and have found that I love the people that I work for. So thank you if you are among them!
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Ever wish your finances were more like a video game? It’s dangerous to go alone! Take this book. A Gamer’s Guide to Money connects the stale world of financial planning to gaming in a meaningful way to help you level up your financial skills.
For the benefit of no commissions or transaction fees, fully digital account opening, a large variety of security options and complete integration with software tools, Open World Financial Life Planning utilizes Altruist Financial LLC, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the introducing broker to Apex Clearing Corporation, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the clients’ custodian. Open World Financial Life Planning does not receive any research or other soft-dollar benefit by nature from its relationship with Altruist Financial LLC, nor does Open World Financial Life Planning receive any referrals in exchange for using Altruist Financial LLC as a broker dealer.
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