You Are Not a Number

you are not a numberSci-fi book series and movies franchises are all the rage these days. According to story lines like the ones featured in The Hunger Gamesand Divergent series, one day we’ll all be divided into factions, dressed in the same clothes, doing identical tasks, and given the same medicine, no matter what troubles us.

To me, that sounds an awful lot like the way most wealth advisors treat their clients. As though we’re all on an assembly line, they follow the same plan for every affluent person who walks into their office.

That’s crazy! You’re unique, and you deserve a plan that meets your specific goals. So, it’s time to put your current wealth planning to the test. Does your plan speak to your specific and stated objectives (did your planner even ask what those things are)? And does your plan enable you to live the rest of your days anxiety-free about what happens to your assets?

Thankfully, we still live in a society where we get to choose our own clothes—and our own paths. Talk to an advisor who will give you the peace of mind that comes by knowing your legacy is intact. That kind of advisor will provide you with:

  • Confidence that you’re living with your wealth as you desire.
  • Hope for where you’re going and for the impact your wealth will have on others.
  • Peace of mind that you have seized every opportunity.

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.


“The secret of success is constancy to purpose.”

-Benjamin Disraeli

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