Life insurance is not a subject many people like to discuss but it is a necessity if you have non-negotiables in your life. Goals and aspirations that need to be accomplished no matter where life takes you.
Perspectives that are derived from our own life experiences and those of other clients lend color and context to the numbers and sophisticated strategies that we recommend and implement for our clients.
As we head into this wonderful time of year of longer and hopefully more carefree days, won’t you take a long walk in the woods with your dog and contemplate your path forward? Is your coast clear?
The Mets have a plan; they have strong leadership and well-defined goals. As we head into late spring, can you say that you have the same? Clearly, you have talent on your roster, and you have lofty goals, but how long has it been since you had a team of multi-disciplined individuals audit your financial wellbeing?
In the midst of a maddening March, my daughter Megan and 92 co-stars provided us with a respite from the real world. In the process, they reminded us that the status quo can be successfully challenged with careful thought and a the execution of a well designed plan.
We can with careful thought, planning and execution bring some degree of certainty to a very uncertain time and place. We can plan proactively and take your dreams out of your head or off of your excel spreadsheet and make them a living breathing legacy that will with stand the test of time.