GOALS GO NOWHERE…without a Dream.
The words, Goal and Dream, are erroneously seen as interchangeable when they are in fact interdependent.
Dreams are a journey with goals as stepping stones guiding the way.
We reach dreams by standing on big goals; without a dream though, even the biggest goals lead nowhere.
Too many Financial Advisors focus on stepping stones or goals and overlook the power of your dreams.
Dreams matter. Your Dreams matter. What are your dreams? Does your Financial Advisor know them?
Wealth Management is more than financial planning, protecting, and investing; as wealth is more than just money and power. We see both being about making memories, preserving a legacy, living with dignity, pursuing opportunities, having choices, being benevolent, loving life, chasing dreams, etc.
All in all, wealth, Wealth Management, and Winston Paul are about you actually Living The Dream®
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Planning
You have a plan, even if it’s not formalized. Have you stress tested it?
Will it work “no matter what?”
In other words, is your plan designed to work whether the markets go up, down, or sideways, whether you live too long or die too soon,
whether you get sick or disabled, and whether or not you get sued? Your financial plan must survive because you or someone you love or
something you care about will survive.
CLICK to contact us or CALL 855-936-9726
Investing
There’s so much to say here, but what applies directly to you?
Let’s find out.
Would it be a bad idea to get a pressure-free and complimentary second opinion on your investment portfolio?
CLICK to contact us or CALL 855-936-9726
Protecting
Believe it or not, insurance does evolve and change.
New products and designs come out all the time.
Do your policies (life, long-term care, or disability)
measure up to today’s standards?
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Rewarding Employees
You can reduce liability, reduce work load, and reduce cost while increasing participant options and satisfaction. Business owners & executives, not employees, bear most of the administrative costs. Is it a terrible idea to receive a free 401k analysis?
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