My grandchildren were visiting for several weeks this summer and we made some great memories. Slip n Slides, Fireworks, Popsicles and more. Old-er people can still have fun, but boy, is it hard to keep up.
They liked being in my office and would often bring their toys to my desk. If my doors were closed, they would bolt to the office as soon as they heard the doors open. We can learn a lot through the eyes of a child.
Simplicity. Keep things simple. Insurance and retirement planning is more than a simple transaction because of the uniqueness of each family's resources and needs. But each situation breaks down to something very simple. Secure the permanent benefits needed and reduce or eliminate risk to money supply! By focusing on what I consider to be most important, benefits and money supply, plans are designed for the ultimate outcome - Peace of Mind.
In any task, career or endeavor there is a starting point,. . . the lowest common denominator. From an initial starting point many things take place to move from point A to point B and beyond. Or in the famous words of Buzz Lightyear, "To Infinity and Beyond."
I would like to help you with establishing your benefits and money supply. We'll start with the basics and build from there.