If your go-to cardiologist says you have heart disease, and you take the medicine he prescribes but still have symptoms, what would you do? Do you think you’d return to that same doctor over and over again for the same prescription?
How many times will you go to the same person while you continue to have the same symptoms?
If you’re told you need heart surgery, or even a heart transplant, won’t you seek out a specialist? When my dad was told he needed a heart transplant, we sought the best surgeon in that specialty.
In wealth planning, when you still have concerns, questions, uncertainties, and worries, what are you going to do?
Wealth planning is a life-and-death issue.
My father invested his life into building his multi-million dollar wealth, and it was a serious investment of his time and resources. But he viewed estate and financial planning as a cost and not an investment. For him it was also a burden he didn’t want to deal with. He didn’t deserve the outcomes we experienced as a result of his planning. He was much savvier financially and legally than the results he received. He missed having a specialist who could bring all the pieces together for him so he could do more and give more with less worries of the future and how everything would work out.
Seek out a specialist who can deliver a unique process to give you the greatest probability for successful wealth planning and transfer.
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.