Client Stories

Make Your Legacy Tangible

Estate planning is about much more than the tangible elements of life insurance and trusts, or investment accounts and wills. That’s because your money and possessions are not the only representations of your life. What about your beliefs and wisdom, your personal experiences and family stories? These are your legacy. They are the most valuable assets [...]

By |2019-08-14T13:59:48-07:00July 30th, 2018|Books, Client Stories, Estate Planning|

Managing Cash Flow from Multiple Incomes

Managing cash flow from multiple incomes can be complicated, and individuals often don't differentiate the incomes in their financial planning, either from a tax standpoint or in retirement planning. Because their cash flow is often inconsistent, many people believe they can't consistently carry out any financial planning. Case Study For example, several of my physician [...]

By |2019-08-14T13:59:57-07:00May 17th, 2016|Client Stories, Financial Planning|