Your Next Financial Move

Jim is at a crossroad.  After 40 years, his highly profitable business- his passion in life – is still going strong. But with no successor within the family to take…

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What Would You Enjoy Giving?

Noblesse Oblige  This French phrase (pronounced noh-bles-oh-bleezh) incorporates the idea that privilege entails responsibility.  It was used in reference to people of noble birth because they were the people at…

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A Seed Only You Can Plant

You have been made “for such a time as this”  Have you ever wondered ‘why me of all people have I been give the position and resources to have the…

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What Would You Enjoy Doing?

Lifestyle Freedom is about more than money… it’s doing what matters – to YOU! —————————————————————- What’s holding you back?  Susan T. Buffett, the late wife of billionaire Warren Buffett, was…

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How Do You Look At Your Wealth? |

What do Apple, Amazon, Starbucks, and your Estate all have in common? Their success depends on carefully thought-out and executed strategies. No successful business would even consider operating without a…

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Three Words for More Options

You’ve worked hard and now there are outstanding opportunities available to you because you have choices. Too many don’t take advantage of the choices they have. They squander away their…

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This Matters More Than You Think

Your wealth is more than your money.  In fact money is only a tool to accomplish something that matters… to you! Because you’re still alive you haven’t totally fulfilled that…

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