The Most Important Question…

For those of you who enjoy the gritty action of the old Dirty Harry films starring Clint Eastwood, there’s one question in this world that’s hard to forget: “Do I feel lucky?”

Well, do you? When it comes to making wealth-planning decisions, it’s hard to feel anything close to lucky, especially given all of the volatility and uncertainty today. With traditional planning, it may even feel like you are being punished for being affluent! The problem is, there is one REALLY important question that your current advisors just aren’t asking—and it’s a critical one for your money and the future of your legacy: WHAT NOW?

Get used to that question because it’s the most pressing one you can ask about your wealth planning. What do you do now that will lead to even better opportunities awaiting you? What do you do now to make your life significant and remain significant?

Are you confident that your most important ideas have been discussed? If you aren’t, then find someone who will ask all the right questions and walk you through the discovery phase of planning in a way that makes you feel you exhausted all aspects of your life and wealth.

Don’t leave the most important questions unanswered. If you answer correctly, your legacy will inspire and bless the generations that follow. When your planning captures in written form exactly what you want, you’ll be able to live with confidence, have hope for a lasting legacy, and peace of mind.

Do you feel confident that you have an integrated retirement plan, that will allow you the freedom to focus on what matters most in retirement, not market returns?


“Luck is the residue of good planning.”

— David Ignatius
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