04/28/2025
There are 4 Core Principles of modern Financial Institutions:
✴️They want your money!
✴️They want your money systematically!
✴️They want to keep your money for a very long time!
✴️When the time comes, they want to give back to you as little of your money as possible! (Safe Withdrawal Rates; Interest-only Distributions😉)
Have you ever asked yourself why these same institutions don't follow their own rules??? In fact, they do the exact opposite (i.e. 10% reserve requirements). Do you understand how your assets will be distributed back to you when you stop earning or reduce your income? Our advisory practice is seeking to onboard a select number of Planning and Consulting clients. If the idea of an evidence-based partnership with a financial professional sounds appealing, reach out to schedule an introductory conversation to determine if we're a good fit. Location is not a factor as we partner with clients nationally.