“I have learned a lot and discovered nothing” – Ricardo Semler “The Seven Day Weekend”

“Have fun wherever you go because you are going to be there anyway.” – DJ on Sirius Radio Outlaw Country

“Gratitude is an internally generated capability that allows an individual to create and discover unlimited meaning and value in every situation and relationship in life.” – Dan Sullivan / Strategic Coach

“Money is inherently neutral. It’s merely a vessel for the exchange of experience between two people. You make your money by creating experiences for others. You then give your money to others to receive experiences in return” Mark Manson : The Real Value of Money.

“My Unique Ability is listening to an individual’s story, appreciating its significance and helping to make the rest of the story unfold as desired.”  – Grant Karst

“They that lack a vocation are always longing for a vacation.” – Mitch Anthony : The New Retirementality

“Retirement is an illusion because those that can afford the illusion are disillusioned by it, and those who cannot afford the illusion are haunted by it.” – Mitch Anthony : The New Retirementality

“Most people say when you get old you have to give things up, but I think we get old because we give things up.”   – Theodore Green (Senator Green was 98 when he retired in 1966)

  • Longevity is a real risk for retirees but our Lasting Wealth planning process makes sure your money lasts as long as you do.