Financial Architects - March 2020

MARCH 2020


PRINCIPLES TO LIVE BY Nine Keys To A Successful Life

As I enter my 40th year in the financial services industry, I’m proud to say it’s been an incredible journey. A lot has changed since 1980, both in the business and in my life, but I’m glad I stayed

was in financial services before the industry even had that name, making his living in the life insurance business in the 1960s. I didn’t much understand his work when I was young, but I did notice how he could make it to all my ball games. I decided that when I grew up, I wanted to do the same for my kids, and well, here we are! Fitness is pretty straightforward — I want to keep up with the grandkids when they’re older! Working in this industry has shown me how much good a few healthy lifestyle choices can do to give you a longer, happier life. I’m fortunate to have many clients far older than me who are in fantastic shape. It really inspires me. Friends is another principle deeply important but difficult to quantify. Suffice it to say that if friendship enriches your life, then I must be a millionaire. I’m incredibly lucky to enjoy the bonds I’ve made over the years, many of which were fostered right here at FAI. My financial principle is especially important, given my work. It would be pretty hypocritical of me to not take care of my own financial well-being while advising clients on their fiscal future. Thus, this “F” is personal and professional and a driving reason why I push myself to always stay up to date on the latest economic trends. Currently, the shifting tax code has occupied a lot of my attention, and I’ve been working with clients to prepare for future tax changes.

Fun is part of the “why” within my 9 F’s. After all, what’s the point of having great friends and family if you don’t have a laugh with them? Why work hard at finance and fitness if you don’t go golfing every once in a while? Freedom, in a personal sense, goes back to the inspiration my father gave me. Having the flexibility to set his own hours and be there for his family meant the world to me as a kid, showing me the value of independence. I love that FAI allows me to be an entrepreneur and a team player all at the same time! “Fame with family” is my way of expressing the fact that just as my family inspires me, I want to do the same for them. I hope my kids and grandkids can look to me the same way I looked to my father and know they have the support to chase their dreams. And last, but certainly not least, we come to “fantastic attitude.” Sometimes you can’t control every element of your life — there are going to be good days and bad, wins and setbacks, losses and new beginnings. But I’ve found that so long as you keep a glass half-full attitude, you’ll make the most of life’s ups and downs.

on course through it all. It helps that I’ve had guiding principles to keep me centered through these shifting decades. I call these my 9 F’s of life. Faith, Family, Fitness, Friends, Financial, Fun, Freedom, Fame with Family, and Fantastic Attitude — these are the landmarks I use to navigate life’s twists and turns, and they’ve yet to steer me wrong. They all interweave and overlap in places, but I’ll do my best to lay them out as individual principles. Faith naturally comes first, as it informs so much of the rest of this list. It is core to who I am and it enriches my relationship with others. More than any of the other principles, faith is a compass I can always turn to within myself and chart my path forward. But help doesn’t always have to come from within, and that’s where family comes in. As any parent can relate to, my wife and kids have always been a source of support and inspiration for me. And now we’ve added two grandbabies to the mix, with a third on the way! In fact, family is the reason I’m in this industry in the first place. My father

– Cort Otterbein



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