Life Goals & Personal Values

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Your financial plan revolves around your life's short-term and long-term goals and personal values. If the purpose of maximizing your financial resources is to achieve your goals and satisfy your values, then to be successful it is critical we understand clearly these goals and values.

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Typical Goals and Questions

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Some common client goals might include:

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• What is the most effective way to utilize my assets to fund my financial needs?

• How can I protect my wealth from financial risks to safeguard a comfortable and secure retirement?

• How much do I save and where should I save it?

• When is the ideal time for me to retire?

• What is the best way to generate retirement income, including distribution options from retirement accounts, social security elections, an so on?

• Should I consider providing for the education of children and/or grandchildren?

• Can I be philanthropic and support charitable organizations and still meet my financial goals?

• How can I establish a financial legacy for family members?

• What is the impact of a particular financial decision on my long-term goals?

• How can I simplify the financial chaos?

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Importance of Values

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People seek meaning in their lives. We believe they do not want to simply pass on their money. In our opinion they want to pass on the values, traditions, and work ethic that not only helped create the financial wealth, but more importantly helped create a sense of accomplishment,

self-esteem, and personal satisfaction.