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How FAI came about…in 1980!
I (Gary Tagtmeier) am a CPA (Certified Public Accountant) and had my own accounting practice for over ten years and had all different types of clients. I had doctors, dentists, lawyers, truck drivers, electricians, and I found across the board, it doesn’t matter what a person’s education level is. ..most people just don’t know a lot about personal money management.

Then on September 21, 1980, I saw an article in the Chicago Tribune and it talked about how people have to be careful going to financial seminars because usually the person putting on the seminar just wants to sell you something. Have you ever gotten one of these notices in the mail that says you’re invited to a “free” seminar? And now, lots of financial planners are even inviting you to a “free” dinner seminar. But as we know, there’s no “free” lunch. Based upon some of the things we’ve seen happen in the financial services industry (described below), you really have to be careful about who you trust.

FAI is Objective…So that was the start of Financial Awareness Institute in 1980, with a concept that we do not sell any legal, tax, insurance or investment products of any kind. Our concept is to provide completely objective education in personal money management and financial planning.

FAI is Trustworthy…And from day one, we have gone to employers who allow us to provide personal financial education as a benefit for their employees. Although FAI has worked with major organizations around the country, it is still a very small percentage of the employers that offer the type of objective education that we provide. So if you happen to know of any group that may need the type of help we provide, please let them know about Financial Awareness Institute.

FAI is Credible…Gary Tagtmeier Professional Background (Founder of FAI):

  • Certified Public Accountant
  • Registered Investment Advisor Principle
  • Licensed Real Estate Broker (inactive)
  • Member: American Institute of CPA’s
  • Member: National Association of Realtors
  • Member: National Speakers Association

Why you need FAI’s driving philosophy!
After numerous financial industry embarrassments, many people are now becoming aware of the conflicts of interest in the financial services industry. Unfortunately, some financial service companies do what’s best for their profits and not necessarily what’s right for you and that’s why FAI offers financial education and information that is completely objective.

You need objective financial information because over the last 40 years, there have been numerous financial abuses by various banks, savings and loans, stock brokers, financial planners, mutual funds and insurance companies. Click here for a history of financial abuses

 

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