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"Wonderful castles, surrounded by deep moats where the leader
inside is an honest and decent person. Preferably, the castle
gets its strength from the genius inside; the moat is
permanent and acts as a powerful deterrent to those
considering an attack; and inside, the leader makes gold but
doesn’t keep it all for himself."
Warren
Buffet
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Personal
We view our lives in three major phases:
Wealth creation and
protection is the time when we are focused on
working to earn dollars.
Pre-retirement is when we start to enjoy the fruits
of our labor by capitalizing on prior financial decisions
and fine-tuning strategies for maximizing retirement.
Retirement is the
time when financial strategies replace "you at work"
with "dollars at work," allowing you to spend and enjoy your
total estate.
Wealth Creation Phase
Pre-Retirement
Wealth
Distribution/Conservation |
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