Rusty Tweed’s Career
As president and owner of Tweed Financial Services, Rusty Tweed has used his huge knowledge in financial planning and investing to help several customers in developing an effective, individualized, and goal-oriented plan for securing their financial future. He serves as the president and CEO of TFS Properties, Inc., a licensed Real Estate Brokerage specializing in replacement properties for 1031 exchanges, has around 25 years of experience in the financial services industry and is prominent for specializing in estate planning, asset management, new business development, and investment properties, including many other areas of professional expertise.
Rusty Tween he is the founder of Mold Zero, a unique company for mold elimination with offices in Los Angeles and Clearwater, Florida.
Background
Rusty has been a resident of the Greater Los Angeles area for three decades. Originally Rusty was brought up in Waterloo, Ontario home of the prestigious University of Waterloo.
This is where Rusty studied Mechanical Engineering in the early coop program that spawned RIM (the Blackberry) and several other prominent tech companies, making Waterloo the high tech capital of Canada.
As an ardent firm believer in the almost limitless value of education, Rusty often shares his industry knowledge and experience with others via multiple mediums, including his digital publication, Tweed Economics. Rusty also hosts educational courses and seminars covering a panoply of subjects that include finance, taking advantage of tax regulation and investment strategies in real estate.
Here are some questions answered by Rusty Tweed in an interview conducted by Superb crew.
: Could you tell our readers about the goals of Tweed Financial Services?
A: Tweed Financial Services is a multi-focus company which can help businesses and individuals deal with usual and complicated financial issues. My staff of investment advisors assist the client to meet their goals through careful study of their financial issues. I believe that a client must have trust in their financial advisor, and that our company provides a necessary service to the community.
Q: Are you involved in any other lines of business besides Tweed Financial Services?
A: I do have several other ventures with which I am involved. TFS Properties is my real estate company. I own several rental properties as well as marketing others for sale. Mold Zero is my newest venture, providing a crucial service to homeowners and businesses which are afflicted with dangerous molds and mildew.
Q: In your view, what should business owners hold as their top priorities?
A: I believe that all businesses, first and foremost, must be trustworthy. Financial and real estate issues can have a serious impact on a client’s life, and we take this responsibility to heart. Integrity in all business dealings leads to trust between the client and the company.
I would also say that the quality of the services you provide should be high up on the list of priorities. Make sure that your services are equal to or better than the best companies in your area. This will help you compete with other businesses and will draw in more clients who have heard about your excellent services through word of mouth.
Q: What are some issues that a novice investor should consider?
A: First, a novice investor needs to make sure that they have enough saved for retirement. Ideally, it is best to start saving for retirement when you are still in your twenties. If you can’t start saving until a later age, you will have to scale back the risk profile of your investments. I encourage all of our clients to hold a 401(k) in addition to investments in stocks and bonds. It is important to balance risk with reward. If you don’t take any risks, you might as well keep your money in a savings account.
Q: How does your firm make use of technology?
A: All of my business ventures take technology seriously. We use advanced software programs to help us organize our information and to help us provide accurate data to our clients. I train my staff on technology issues frequently, and I encourage all business owners to do the same. With robust technology, you can get much more done with the same number of employees, or you can free up your employees’ time to spend on person-to-person contact with clients.
