Summing up the past 17 years of my career as a client facing advisor…
Me: What brought you here today?
Client: I do not want to wake up dead tomorrow and leave my family
financially destitute. Same for disability. I don’t want my children to still
have student loans when they’re 50 years old. I don’t want to run out
of money in retirement and die penniless…dependent on my children
or the state. I do not want to wipe out everything I’ve managed to
accumulate and become a burden to my kids if I must go into a
nursing home for any extended period of time. And if, by chance, I
am able to leave a legacy of substance to those I love and causes I
believe in, I would prefer that half of it not be taxed away.
Can you help?