What is the single most important indicator of wealth? Hint: It isn’t your assets, your bottom line, your bank account, or your list of valuables. In fact, a true definition of wealth extends far, far beyond the numbers. Unfortunately, most advisors ask the wrong questions, leaving their clients’ wealth unprotected and their plans incomplete. The Future of You redefines wealth and challenges the traditional approach to planning so that your financial and legacy plans embody your unique values.
This material is for educational purposes only and is not intended to provide specific advice or recommendations for any individual and does not take into consideration your specific situation. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Be sure to consult with a qualified financial advisor, legal, and/or tax professional before implementing any strategy discussed here.
