What True Wealth Means to Me

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Published by Jason Comes | @Jason_Comes

Wealth…What does it mean to you?  I ask this to clients and get many different answers.  It means different things to different people. One client said they didn’t think they were in the category of “wealth” as they thought you had to have millions to be in that classification. The word itself can be quite intimidating, but “True Wealth (all that money can’t buy and death can’t take away)” is what we all should figure out at some point in our lives.

We use terms such as Family Index Number, Personal Financial Plan or Financial Planning on a daily basis in helping our clients manage their assets. But ultimately, we want to get them thinking about what they really want to leave as their legacy; their True Wealth. True Wealth involves more than just investment strategies, portfolio management tools and asset allocation models. True Wealth involves planning for your life dreams and goals. We want you to think about living your life BY DESIGN, not by default.

So set aside some time in the near future to figure out what True Wealth means to you. Your life will have much more meaning as you get ready for retirement or are living in your dream years! And you don’t have to have millions to live your True Wealth journey.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Paying for Health Care in Retirement

By Ryan Yamada, Senior Wealth Planner    When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies. 

Why Choose Dynamic Legacy Planning for Investment Management

Investment Management in Greenfield, IN Money can be complicated but it doesn’t have to be, as a firm that handles investment management in Greenfield, IN can tell you more about. Investment can seem like an intimidating process and there are many options to choose from. Luckily, you …

Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill

By Jamie Hopkins, Managing Director, Wealth Services  Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report.    Senate Democrats have reached a general agreement on a bill to address climate change, taxes, health care, inflation …

Quarterly Market Outlook: What Lies Ahead for the Third Quarter of 2022?

By Scott Kubie, Senior Investment Strategist    The first half of the year proved challenging for even the most hardened of investors. High inflation. Continual losses in the S&P 500. Bear market. Fed rate hikes. It all added up to the third most volatile market in 25 years.  
1 2 3 90 91 92

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation