Is There Something I'm Missing…

Glenn and Nancy have been what most would consider successful and even some would consider wealthy – although they don’t feel this way.  Yet they know they have been blessed with enough resources that they feel responsible to be good stewards.

For Glenn, stewardship is first and foremost about NOT paying more in taxes than required under the law.  For Nancy, stewardship is about being sure she and her kids are taken care of.

They have done what they believe to be a lot of planning for the future over the 30 years of their marriage, but a nagging thought continues to linger in their mind, is there something we’re missing.

When I met them at our special briefing on tax reduction and retirement income I assured them they are not alone.  Although they felt some relief in knowing that, they asked what they could do.

I gave them two significant steps that too few people ever take.

Since money and planning are simply tools for achieving a bigger better future for you, and your family, you must STOP thinking about stewardship as a business decision.

The place to begin and remain focused on over the years ahead is your unique vision of the future and the priorities and goals that support that vision.  Once this is abundantly CLEAR, the solutions and steps to take simply fall into place.

These two steps also move you out of the quick sand of indecision which thwarts progress.

Have you written down your wealth vision, priorities and goals?

When is the last time you reviewed your wealth vision, priorities and goals?

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.



“Income & Estate Tax Reduction: The 5 Simple Strategies To Use Today To Pay Less Income and Estate Taxes and Have More Money To Spend In Retirement”

You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.

Seats are already going fast… Your Choice on Thursday, November 6: 11:30 am or 5:00 pm.

Click Here To Access This Valuable Information


“My success, part of it certainly, is that I have focused in on a few things.”

– Bill Gates


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