Broker Check


How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

  • Becoming Your Own Banker
  • Infinite Banking
  • Legacy/Intergenerational Planning