Archive for September 2014

Take Control of Your Money

To steward and decide what’s best for you, your family and your future… and remove what potentially stands in the way. Jim and Marge attended one of our retirement briefings and they took advantage of our free 57-Minute Retirement and Lifestyle Freedom Conversation.  They were in the office this week to talk about their more…

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Find Friendlier Waters

The health event arrived and he wasn’t prepared… not financially anyways. He had achieved much success and accumulated wealth but never invested the appropriate time and energy into protecting and preserving it. Now it was scramble time – to get everything financial in place as it should be at a time when energy is better…

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Making the Complex Simple

Complication seems to be the way of life these days.  And we long for the… simple days. Yet we don’t desire for the complex to go away because that is what comes along with having wealth, success and influence. Simplicity is important because its CONFIDENCE building – it says in a few words what something…

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Which "CEO" Are You?

Two CEOs are better than one!  There are two CEOs in most wealthy families.  There is the chief executive officer, and the chief emotional officer. The chief executive officer understands the assets and financial make-up of the wealth; the chief emotional officer is in touch with the relational influences of wealth on lifestyle and the…

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