That's Our Family
Hal Tearse, CPWA?
Certified Private Wealth Advisor? at Baird : Author, Mentor and Coach to HNW families using the power of financial planning and 4 decades of experience to help each family achieve their goals, wishes and wants.
"Hey coach, we need to chat. I read your book, Achieving Financial freedom- A Road Map for all Investors, and it felt like you were writing about our family."
In summary they are 3rd generation wealth and were/are struggling with many of the issues I bring up in my book. We meet to discuss in detail the issues they are experiencing and i recommended a couple possible solutions to make their lives easier and give them peace of mind.
We never discussed investments. The truth is that creating wealth is just the first step in the journey and the one most families focus on. Figuring out how to structure the family wealth to provide for all and minimize taxes is equally important and far more complex.
Regardless of your personal wealth journey the book is valuable to you. If you have questions feel free to reach out.
PS: Recall that the financial experts all said the US will be in recession by the 3rd quarter of this year? Apparently they were all wrong, again.