South Carolina Business Review

Adjusting your financial plan to a life crisis

By Mike Switzer

Published April 11, 2023 at 5:30 AM EDT

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Most financial plans are customized to a person’s unique situation and goals and are framed within an average set of assumptions. But you can’t put life into a spreadsheet. Sometimes unexpected and even dramatic things happen. What does a person do then? Mike Switzer interviews Rick Van Der Noord, a certified financial planner in Greenville, SC.

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Mike Switzer

After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.

See stories by Mike Switzer