Managing Wealth for a Life of Purpose
February 11, 2020
This is part 2 of a 4 part series. If you missed part 1, you can read it here:

I’m one of those crazy people who enjoys yard work; however, my least favorite chore is trimming the shrubs. From experience I know that if I don’t keep the landscape manicured on a regular basis, it can quickly get out of control.

Our yards and landscape are like other areas of life which, when not actively managed, can quickly become disordered and unruly. Finances can fall into this category.  It takes intentional effort and competent guidance to effectively manage wealth.

At Master’s, we believe to effectively manage wealth it’s crucial that we gain a clear picture of what you want to accomplish with your wealth. We spend significant time throughout the client relationship exploring what is most important to you. Once we know this, we can help you focus on the appropriate actions and applicable strategies that align with what you want your wealth to accomplish.

Managing wealth is not a one-time event; it is a process that requires adjustments throughout the varying stages of life. Personal circumstances change, laws change, relationships change, and just like the bushes in my yard, if I don’t regularly evaluate and maintain my financial life, it can become something that does not reflect my true wishes.
How can we help you continue to maintain a healthy financial plan?

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This is not an offer or solicitation for brokerage services, investment advisory services, or other products or services in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction. All images and Content Copyright 2013 Masters Advisors, Inc. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.