Who’s on Your Team?

Who’s on Your Team?

When you were in school, chances are you were on some sort of sports team. Teams are an integral part of life, from childhood and on into the rest of our lives. Michael Jordan couldn’t win a championship without a team. As the father of a 15-year old travel baseball player, I’ve personally witnessed what being part of a great team can do for my son’s own playing. Results are bigger and better with a team. And Tiger Woods couldn’t win majors without a coach and a team of advisors.

Little league players know it, “mom and pop” operations know it, and Fortune 500 companies know it—you can trust team members to have your best interests at heart. Even your family is also a kind of team!

Now, let me ask you this: Who is the team member bringing together the legal, financial, tax, business, and retirement opportunities?

Consider the players on your “wealth and retirement team.” Each team member should demonstrate the uniqueness of his or her abilities and have a proven process to deliver the expertise that benefits you. And a specialist who is the right fit for you will deliver a method different from what your other trusted advisors suggest.

A team-oriented specialist can coordinate and bring out the best in your trusted advisors to accomplish your unique desires.

So, when it comes to your wealth, retirement, and your legacy, isn’t it important enough to have a trusted team and specialist on your side?


”Unity is strength… when there is teamwork and collaboration, wonderful things can be achieved.”

-Mattie Stepanek

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