Feature Article: In resort towns, financial advisors find a way to flourishSubmitted by Sound Financial Planning, Inc on February 2nd, 2018
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Bill Morrissey’s commute comes with a view from several thousand feet up. Each week for the past 35 years (weather permitting) he has boarded the cockpit of his plane and taken off on a short flight from San Juan Island to Mount Vernon, Washington.
The trip between his two offices would take around two-and-a-half hours by car and ferry, but where’s the fun in that? Morrissey, who runs Sound Financial Planning with his partner Tammy Prouty, counts whales among his neighbors and enjoys views of the Olympic Mountains.
Ask him if he has any plans to leave the region behind and he’ll tell you: “I’m going to die here with my boots on.”
Scattered among America’s resort towns are financial advisory firms, mostly small shops, that have found a way to thrive in areas with small populations and a seasonal economy. Building a practice in these conditions isn’t easy, but those who have put in the extra effort say it’s well worth the sacrifice...