Estate Planning

Turn Dreams in to Reality

After my father passed away and the smoke cleared from the mess of settling his estate I came to a sobering reality: Most of my father’s dreams for giving back were left unrealized. Like so many, he had out-grown his legal, tax and financial advisors leaving his dream financial contribution unrealized.  Giving back financially was…

Read More

When Success Leads to More 

You may not feel wealthy but you are successful. From a money standpoint, once you have accumulated over one million dollars in net worth you are among the three out of one hundred Americans who have achieved such financial success. Being in this exclusive group of Americans was not a mistake and didn’t happen by…

Read More

Your Next Financial Move

Jim is at a crossroad.  After 40 years, his highly profitable business- his passion in life – is still going strong. But with no successor within the family to take over his life’s work, what are his options for the future? He’s got some critical questions to answer: How can I be sure I don’t…

Read More

What Would You Enjoy Giving?

Noblesse Oblige  This French phrase (pronounced noh-bles-oh-bleezh) incorporates the idea that privilege entails responsibility.  It was used in reference to people of noble birth because they were the people at the time with an abundance of financial means and it assumed an individual had the responsibility to lead others. In English, the term carries a…

Read More

Are You Being Asked the Right Questions?

Are you being asked the right questions about your money? If you don’t answer them, Uncle Sam will answer them for you. Asking the right questions will lead you down the path to clarity, confidence, and peace of mind.Consider these commonly asked questions: How much do you want each of your heirs to receive from…

Read More

How Do You Look At Your Wealth? |

What do Apple, Amazon, Starbucks, and your Estate all have in common? Their success depends on carefully thought-out and executed strategies. No successful business would even consider operating without a thoroughly constructed business plan in place. Successful wealth planning also depends on careful consideration and well-executed strategies—and yet most wealth and estate managers don’t seem…

Read More

Stop Squandering Your Greatest Resource

Your time is precious. It’s also your most limited resource, while your abundant resource is money. The question then becomes: What amount of money would you give for more time to do what matters most to you? This is not a question asked during traditional planning—but it should be. After all, when it comes to…

Read More

Three Words for More Options

You’ve worked hard and now there are outstanding opportunities available to you because you have choices. Too many don’t take advantage of the choices they have. They squander away their resources because they don’t know the options available or they don’t know how to decide on the right options for their situation. What’s missing is…

Read More

This Matters More Than You Think

Your wealth is more than your money.  In fact money is only a tool to accomplish something that matters… to you! Because you’re still alive you haven’t totally fulfilled that purpose yet. You have the unique opportunity and the resources to inspire others, particularly your family, and others for greater good in the world. Do…

Read More

Who is Helping You Make Rain?

A group of farmers had a struggling crop and didn’t know what else they could do. They recognized it was a drought, but what could they do about that… They didn’t know anything about rainmaking. So they went on a quest to find rainmakers.  After investigating several Indian tribes, they heard of one tribe that…

Read More