What True Wealth Means to Me

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Published by Jason Comes | @Jason_Comes

Wealth…What does it mean to you?  I ask this to clients and get many different answers.  It means different things to different people. One client said they didn’t think they were in the category of “wealth” as they thought you had to have millions to be in that classification. The word itself can be quite intimidating, but “True Wealth (all that money can’t buy and death can’t take away)” is what we all should figure out at some point in our lives.

We use terms such as Family Index Number, Personal Financial Plan or Financial Planning on a daily basis in helping our clients manage their assets. But ultimately, we want to get them thinking about what they really want to leave as their legacy; their True Wealth. True Wealth involves more than just investment strategies, portfolio management tools and asset allocation models. True Wealth involves planning for your life dreams and goals. We want you to think about living your life BY DESIGN, not by default.

So set aside some time in the near future to figure out what True Wealth means to you. Your life will have much more meaning as you get ready for retirement or are living in your dream years! And you don’t have to have millions to live your True Wealth journey.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Culture From the Top Down: Executive Compensation Plans Explained

By Craig Lemoine, Director of Consumer Investment Research At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – …

What Do Financial Adviser Designations Mean? What are the Letters after a Name?

By Craig Lemoine, Director of Consumer Investment Research  We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments.  I could say “Tammy, a CLU and ChFC®, revi …

RMDs on Inherited Retirement Accounts in the Age of the SECURE Act

Tom Fridrich, Senior Wealth Planner    Once upon a time, people would put money in their 401(k) or IRA accounts and know that – should their retirement savings outlive them – their loved ones would inherit the rest and all would essentially be well. 

1 2 3 4 5 90 91 92

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation