I have been fortunate to have enjoyed a 50 year career in wealth management. During the early years, it was necessary to stay motivated in the fact the benefits would be long term and that the results of our work would be realized in the future, much more than in the present. As time has elapsed, the fruits of that earlier labor are being realized more and more. Many clients are now retired, enjoying the benefits of earlier planning. In addition, this year started off with three of our clients having passed away. It is a great comfort and leads to increased conviction that the benefit of advanced planning is now being realized in these three situations among many others. Beneficiaries, both of family and non-profit, are now seeing the favorable results of such planning.
The Power of Planning
