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Wealth growth, transfer and protection – with a tax buffer

There is an old joke, “How do you eat an elephant?”

There is an old joke, “How do you eat an elephant?”

The answer: “One bite at a time.”

Too often, we make our lives, especially our financial lives, too difficult.

Being an executive today is immensely challenging, and often financially rewarding. The years go by and your hard work results in an accumulation of wealth.

While this is certainly your goal, it also creates the need to plan for your and your family’s future, which becomes increasingly complicated.

You have good intentions to begin planning for things such as your retirement and children’s education, yet work and life seem to get in the way.

The problems are many. Properly managing wealth involves several specialties, each requiring experience and expertise.

Even if you can get your arms around the financial issues you face, finding the time and mental energy to think through the decisions is daunting. Too often, these complexities and uncertainties lead to procrastination.

Planning properly requires significant time to think wisely and for decision-making. Your job and its duties always seem to take priority over your important personal endeavors.

Then you try to make all decisions at once, never fully completing any of them. Doing so is simply too much for the human mind to handle.

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