Our Team and Their Financial Personality

 

 

 

George F. Vieth
OSJ Branch Manager, Investment Adviser Representative ING Financial Partners, Inc.
Networker Profile

George Vieth joined Locust Street Securities in January 1998. In 2000, Locust Street Securities changed its name to ING Financial Partners, Inc.

 

He began his financial services career in 1986. We engage in complete financial planning with our clients. What this means is that, if you become our client, we will help you attain financial independence and achieve your goals. Our financial planning process involves understanding the concept of Critical Financial Events. Critical Financial Events are anything and everything that pertains to and affects your finances either now or in the future. It could be retiring, planning for a child’s education, getting a raise or even losing a job. Some of these things we like to think about, others we don’t - but we still need to plan for them all. 

To view George's Financial DNA Profile click here* 

Critical Financial Events are sometimes predictable and are often random or unexpected. They always have a profound impact on peoples' lives. As mentioned, Financial Planning is the process of planning for or reacting to Critical Financial Events.  Your life will have its own pattern of Critical Financial Events. You will be much happier throughout your life and have greater peace of mind if you have planned for the different possible events that can occur.

Our purpose is to cushion the effects of the Critical Financial Events in your life so you stay on track and reach your financial goals and objectives. To help manage these events requires a clear vision of our clients’ goals and an understanding of their financial personality. To help accelerate “knowing me knowing you” process and getting a picture of one’s financial personality, we use an assessment tool called Financial DNA. We feel the Financial DNA process allows us to better walk in our clients' shoes and understand how they see the world.  This insight enables us to help our clients make financial decisions that are more aligned to who they are, giving them the confidence to make financial decisions without the emotions of fear or greed. This helps them to make more committed decisions. Making committed decisions seems to help eliminate mistakes. If we can help one plan for Critical Financial Events and minimize mistakes, we feel they will have a better chance of reaching their goals. What we have found is the outcome to our process seems to help our clients find balance between life and money. 

George is a graduate of The University of Alabama with a degree in Corporate Finance. He is married and lives on Signal Mountain in Tennessee.  He is President Elect for the Red Bank Chamber of Commerce and is on the board of STARS (Students Taking a Right Stand). He holds his series 7,6,63,26,24 registrations and also holds a life and health insurance license.

 

 
 
 
 
MARTIN J. COSGROVE, CFA
DIRECTOR OF INVESTMENT RESEARCH
Analyzer Profile

Martin Cosgrove joined ING Advisors Network in July 2001. As Director of Investment Research of ING Advisors Network, he publishes research on mutual funds, investment markets, and industry-related topics.

He previously served as Vice President, Senior Financial Analyst with Capital Research and Management Company in the Institutional Investment Services Group. Working as a fund analyst, his primary responsibility was interpreting and communicating portfolio management decisions to institutional accounts. Mr. Cosgrove's prior experience includes over 20 years as an equities analyst, where his responsibilities included coverage of a variety of sectors for retail and institutional sales efforts.

To view Martin's Financial DNA profile click here*.

Martin earned a Masters of Science in Finance from the University of California, Los Angeles after his undergraduate business degree from California State University at Fullerton. He is a CFA charterholder and a member of the Los Angeles Society of Financial Analysts. 

 Vieth and Associates is not affiliated with ING Advisors Network 
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