What I Learned On The Road To The House on the Lake

In my life, I’ve always been a goal setter. You may be a goal setter, too. If you’re like me, you set goals on an annual basis. It may be hard to get going, but being purposeful about taking those first steps will produce results and help propel you from one success to the next. So where do you start?

What If…

What if my spouse is gone tomorrow? What if I live to 110? What If I want to retire as soon as possible? What if I have a Long-Term Care event? Where do you seek guidance, clarity, and understanding on your financial plan to help address these questions?

What is “The Good Life?”

I’ve spent forty-plus years thinking and talking about “the good life” question. With clients, fellow advisors, my family and friends. And while definitive answers are not easy to come by, it’s clear that how we answer (or don’t answer) the question will have a significant impact on the life-defining choices we make, day after day, year after year.

What is your Legacy?

We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.

Nothing to show here yet.