You will create some amount of wealth over time even without a financial plan. Just the normal savings, 401(k), insurance, and so forth.
Everyone has some amount of wealth, and everyone has a common goal to grow their wealth. The question is, how do you grow wealth?
We believe you can grow your wealth more efficiently by eliminating wealth transfers and saving taxes, than you can by earning higher returns.
Protecting your wealth is important, but what are you protecting it from?
Planning costs nothing, not planning may cost everything.
Building up a family's fortune is like moving earth with a needle, but losing a family's fortune can be as swift as a boat rushing downstream with the current