“If you don’t find a way to make money while you sleep, you will work until you die.” Warren Buffet

Mr. Buffet is making a point. One of the best ways to define wealth or financial independence is the point at which you have enough assets or passive income to stop trading your time for money.

Of course this oversimplifies the financial planning process, but it is a great place to begin a conversation. If this is one of your goals, we should talk. Do you have enough? Are you saving and investing enough? Are you making demonstrable progress? How much is enough? The answers depend on you and your unique situation. A financial plan is a living document that can help define and answer these questions. A well-diversified portfolio of growth and income-producing assets can help achieve your goals.

It is not enough to save. You have to thoughtfully deploy those dollars.

My team and I can help. We want to help. 

Questions? Contact us today.