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Planning The Journey Of A Lifetime

June 19, 2019


Summer vacations are the big topic right about now. Many of this summer’s dream vacations have already been planned. Some have already been taken and are just a memory.


A tremendous amount of time and energy goes into planning vacations. In fact, in my experience I’ve observed that more people spend a greater amount of time and energy planning their vacations than they do planning the journey of their lives.


Don’t get me wrong. I love vacations and we all need them. However, from my perspective the financial journey of life is the most exciting adventure to plan.


A well thought out and executed financial plan is your map to anywhere you will ever want to go. When you make your financial plan a priority, you may not have the most exotic vacations initially, but down the road you’ll have greater and more luxurious options, if that’s your style.


When you are just starting out in your career and your life, start dreaming about where you want to go in life. Dream about the kind of life you want to have. Do you want a family? Do you want to start a business? Do you want to land a good position and have a stable career in a company whose values are aligned with your own? These are the kinds of questions that start defining the map of your life.  Once you know the direction, then you can start asking more questions. Do I want to own a home? When can I buy that home? How many kids do we want? See where I’m going with this?


Vacations are great, but life is extraordinary. Both are journeys that require a well-thought out plan. Give us a call. We can’t plan your next vacation, but we’re great at helping our clients plan their financial futures.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.


Toll Free: (877) 732-5751
Fax: (248) 481-2987




1625 N. Opdyke Rd. 
Auburn Hills, MI 48326