Once I have established that you have the proper documents in place to ensure your final wishes will be carried out according to your plans, I explore important concepts that can shape the transfer of your wealth to the next generation:

Dollars and cents. Our current generation has received and accumulated wealth unlike previous ones have ever known. Your nest egg must be invested wisely to take advantage of the power of compounding.

Your values. There are many ways to support your most beloved causes and benefit your bottom line at the same time. Whether you would like to help educate your children and grandchildren or contribute to a community charity, I can help you set up a foundation or fund so that you can donate more effectively.

Your pride. Consider how best to keep wealth within the family, who is likely to inherit most responsibly, and ways you can leverage family dynamics to maximize your wealth for future generations. Don’t just leave a legacy: ensure your heirs will keep it intact.

Enjoyment. I counsel investors to think beyond the pleasures of golf and Florida — to think and dream with inspiration in planning their retirement. Once you have made your money, your money should make your life.