Estate Planning
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…
Read MoreWhich "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…
Read MoreRight Coach, Right Results
I’m not a big pro football fan, but I enjoy watching the great teams play. They march onto the field with such confidence. They know exactly what they want to…
Read MoreMore Options, Not Less
What do more options provide you? More choice. More possibilities. Potential for better outcomes. We want more options in our cars, our phones and in our business. Yet most limit…
Read MoreDo You Know Where You're Headed?
If you set out on a cross-country road trip to some of America’s greatest destinations, wouldn’t you enter the desired destination or destinations into your GPS to be sure you…
Read MoreTurn 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…
Read MoreWhen 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…
Read MoreYour 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…
Read MoreWhat 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…
Read MoreAre 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…
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