SHARE

The fourth stage in unleashing your financial powerhouse is sharing. With the passive approach, people may well have a will and their assets and debt will be distributed through the probate process and eventually be left to family or charity but they typically lack a real plan or strategy aimed at the preservation and continuity of their family’s financial wellness.
Smart money strategists, however, cares about the wealth they’ve built and those who will inherit it. This care is demonstrated by creating a legacy plan (most often a family trust) and through family education. This plan makes clear the footprint they want to leave behind, and how they wish to see their wealth preserved for the next generation. Smart money establishes a trust and educates their loved ones about building their personal economies as well as the family’s economy for generations to come. To get their legacy of good will started, in life they are involved in philanthropy, foundations and give both time and money to the community.

share main
share main

SHARE

The fourth stage in unleashing your financial powerhouse is sharing. With the passive approach, people may well have a will and their assets and debt will be distributed through the probate process and eventually be left to family or charity but they typically lack a real plan or strategy aimed at the preservation and continuity of their family’s financial wellness.
Smart money strategists, however, cares about the wealth they’ve built and those who will inherit it. This care is demonstrated by creating a legacy plan (most often a family trust) and through family education. This plan makes clear the footprint they want to leave behind, and how they wish to see their wealth preserved for the next generation. Smart money establishes a trust and educates their loved ones about building their personal economies as well as the family’s economy for generations to come. To get their legacy of good will started, in life they are involved in philanthropy, foundations and give both time and money to the community.

Passive Money Vs Smart Money

  • Wait and See

    Passive Money

    wait-and-see

    Legacy Plan

    Smart Money

    Legacy-Plan

  • Will

    Passive Money

    will

    Family Trust

    Smart Money

    High Yield Savings

  • No Preservation

    Passive Money

    no-preservation

    Estate Plan

    Smart Money

    Debt Management

  • Business Resolution

    Passive Money

    business-resolution

    Business Continuity Plan

    Smart Money

    Business-Continuity

  • Inheritance

    Passive Money

    Inheritance

    Succession Plan

    Smart Money

    Risk Management Planning

  • One Decision Maker

    Passive Money

    One Decision Maker

    Family Financial Education

    Smart Money

    Legal Docs & Contracts

Named Advisor of the year by National Association of Insurance and Financial Advisors
Connect with Adam

Less ×