Financial Planning

Becoming an expert in your field will make you successful.  Consumer’s pay money for experts. I pay someone to do the book-keeping and file quarterly taxes for CAG.  I could probably do that myself, but I’m not an expert at that and I believe our clients are better served if I make the main thing, in this case making and protecting wealth, the main thing. 

70% of people over age 65 will need some form of long-term care and current expenses are climbing, threatening many investor's ability to pass money to the next generation. Today's investors have more options for dealing with long-term care costs than ever before.