Achieve a Purpose-Driven Retirement

05/23/2019 - Retirement, Tax Management

If someone could convey in a few hundred or even a thousand words what constitutes—and then, how to plan toward—one’s vision of a purpose-driven retirement, they’ve have done it a long time ago. There is so much involved; so much to accommodate. Not least, what “purpose” means to the reader.

It may have taken me 40,000 words (more or less), but put it on your nightstand or side table for a few days, and I sincerely believe you’ll agree that “You’re Retired. Now What? comes pretty close to the mark.

As you surely know, Rule Number One of success in business is knowing who you serve best, and then catering to that market segment’s needs. I have spent over 30 years building a practice that best serves high-net-worth individuals. I apply an absolute single-mindedness of focus to the goal of protecting and growing my clients’ wealth—which, if they aim to remain high-net-worth individuals (and leave a lasting legacy behind), should be their topmost objective. Especially in the years approaching and during retirement.

It’s the subtitle of “You’re Retired. Now What?” that captures what I actually provide: “Strategic Wealth Management for Purpose-Driven Retirees.”

Successful people succeed for a reason: They always have a purpose to fulfill.

If you think retirement will be endless days of golf or fishing or travel or all those other things you love doing so much on the weekends and while on vacation, let me disabuse you of that notion quickly. Without a purpose, you’ll be bored in a year, max. A couple of my clients have gone maybe 18 months. But the old pangs for actually getting something meaningful done inevitably return. “You’re Retired, Now What?” can help you find and fulfill your true purpose for retirement.

I have worked hard to make “You’re Retired, Now What?” a valuable, down-to-earth resource for purpose-driven people who want to leave something meaningful in their wake. 

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