Two critical components of financial planning that we see as problematic for many families is not only converting their hard-earned wealth to an income stream that they can’t outlive, but also positioning that income stream in a way that the income might grow over time to keep up with rising prices and taxes.
Wealth redefined is a tag line that we use for our firm that is the culmination of many years of experience of advising people on our wealth management philosophies and belief systems within our firm. What we’ve learned is that wealth is more than money.
Well, this is it! This is the beginning of a journey of shared thoughts and opinions from a nearly three-decade veteran in the financial planning industry.