For the first time in history, millions of people have become financially independent long before the age of 65.

Many will experience significant economic abundance well beyond their own needs. Historically, the accumulation of wealth has been the apex goal for those with opportunity. But today, wealth holders around the world have come to an understanding that their wealth is not, in and of itself, the destination which they spent their lives believing it to be. These wealth holders are asking themselves how to invest their time and their resources in order to achieve some deeper purpose in life.

These questions are generally ignored by advisors and financial institutions whose objective is to uncover opportunities in which to sell their products and services. But what happens when the same financial institutions control the access and governance of investment, banking and insurance services? What results come of the amalgamation of financial products? How do wealth holders protect themselves from biased, incomplete or incompetent planning whose purpose is to increase shareholder value for the financial institutions? What happens now that Great American Bull Market is receding to narrow points of opportunity possibly triggering another great recession? And how can wealth holders protect their wealth from governmental and regulatory change, eroding lack of privacy, and confiscatory tax increases that may be levied in order to redistribute their wealth? 

And, how & where do your advisors fit into this transition?

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