Behind the Desk
Name: Buddy A. Fulton
Company Name: Forney Financial Solutions LLC
Address: 3018 Pleasant Valley Blvd., Altoona
Telephone number: 944-8474
Position: Director of operations
Years with company: Two
Family: Fiancee, Barb Weakland; her three daughters: Andrea, Katrina and Dana; and his three sons: Jonathan and twins Matthew and Michael — the 21st Century Brady Bunch.
What products or services does your company provide?
Pension plans, health care plans, captive medical plans, 529 plans, individual wealth management and insurance coverage.
Who are your customers?
Buisinesses, small business owners and individual investors.
What is your business day like?
Unpredictable, and I wouldn’t have it any other way. No day is ever the same, which keeps things very interesting.
What is the best business advice you have received?
If you make a mistake and learn from it, that is called education and experience. If you keep making the same mistake and don’t learn from it, that is called an expense.
What is the most important thing you’ve learned on the job?
Treat your team with the respect that they deserve, and it will come back to you many times over.
What does the future hold?
Our future is very bright. In 2017, we made the National Association of Plan Advisors’ Top 100 DC Advisor Firms national list, we qualified again for Raymond James Leaders Council, and we are expecting tremendous growth for 2018 and beyond.
What have you read lately that has influenced your business life?
I read (and recommend) Success magazine, cover to cover, every month. I’m an avid reader of various topics in regard to personal development.
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