Last week was a sad one for our team: we learned that two long term clients passed away on the same day. Our first thoughts go out to their families, of course. We wish them well, knowing that the road ahead will not be easy.

Occasions like these are reminders that we only have so much time on this earth. When we are young, we have many dreams and goals. The possibilities seem endless. Then life gets busier, and it is easy to lose sight of those dreams. Or we put them off until we have “more time” or we retire.

What if we were to “retire” a little bit each year? Why not proactively seek out those experiences along the way that enrich your life and the lives of those around you?

We are passionate about helping our clients grow their wealth and security. But we are just as passionate about assisting you to move toward “living your best life.”

That means helping you clarify what you most want to do in life and who you want to do it with. And if you have the wherewithal to do it now or in the near term, we encourage you to do it sooner rather than later!