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

Retirement Planning

Retirement planning is an essential factor in your overall financial well-being. Check out our infographic on retirement planning – these stats may surprise you. Are you prepared? Click here to open fullscreen

Social Security

You’ve worked hard for your Social Security. Now, it’s important to understand how to maximize your Social Security by incorporating the correct strategy for you into your wealth plan. Check out our infographic for important facts you should consider to Maximize Your Social Security Benefit …

American and Immigrant Parents: Life Lessons about Money

Growing up in a third world country and moving to the U.S. is a dream for many immigrants. So when my mother received the Visa for my sister and I to come to the U.S., we packed our bags and were ready within the day.

10 Questions to Ask Your Advisor

We’re on a mission to deliver trust, transparency and accountability to clients. As your trusted advisor, we equip you with the tools you need to make educated decisions regarding your financial future. To start, we have listed 10 Important Questions That Each Investor Should Ask Thei …
1 2 3 85 86 87 88 89

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