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Is This You?

Industry data suggests we are nearing the largest generational transfer of wealth in our nation’s history. Somewhere in the range of $10-$12 trillion (that’s trillion with a “T”) will be changing hands among family, friends, charities and institutions over the next decade. The subsequent transfer of wealth for the following generation could be in the neighborhood of $30 trillion (an even bigger “T”) with resources leaving the baby boom generation during the upcoming 30-40 years. Here’s the scary part…less than 40% of these folks that will be transferring their wealth have a financial advisor. Of those who do have an advisor, nearly one-third are dissatisfied with the advice, guidance, and overall rapport. Is this you? Either without an advisor or unhappy with the relationship? Don’t wait until something happens and then scramble to find a strong, trusting, expert, fiduciary advisory partnership – one that can help you avoid costly mistakes. Ask good questions now and surround yourself with a team that will work for your benefit in taking care of heirs, protecting assets, and building and preserving your legacy. And, stay diversified while you are at it.


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