If you're Short of 20 Million, Don’t Contact me!
Notice there seems to be a different number to call if you have more than a couple million of investable assets.
It begs the question: Is there a different level of service for the paupers? Do the Wealth Advisors wear suits while the people with less money get a guy in sweatpants? Why can’t the same woman help both the wealthy and pseudo wealthy?
All lame jokes aside - this feeds into stereotypes and makes people feel that they aren’t worthy of help.
Charles Schwab looked into this in their 2021 Modern Wealth Survey. They found that the main reason Americans don’t have a financial plan is because they think they
do not have enough money to merit a formal plan. Almost half the survey participants claimed this as the main reason.
There are other reasons why people don’t seek help or make a plan.
- Trauma around money (we all have a money story)
- Lack of planning literacy (we think we won’t understand)
- Trust (we won’t trust others,) and
The worst one of all. When you don’t feel worthy of the help.
Unfortunately, this becomes a bigger problem as you age. The questions get harder.
- Will you have the time, energy, knowledge and desire to manage your financial affairs?
- Do you have a backup plan if you become incapacitated?
- Will you stay up to date on markets, taxes, etc.
Everybody deserves help. Small changes in how you approach financial planning can result in immense, systemwide benefits. It can be the difference between a secure retirement and one filled with regret.
This is not a commercial but I’ll help anybody. (Maybe a bit of a commercial)
As I say when I teach class, I would love to help you but if not me, someone who talks like me. Someone who sounds like me. Someone who beats the drum about the issues that affect people 50 and above. Someone who understands that the skills that got you to where you are today, are different from the skills needed for your next chapter. Someone; anyone!
This type of help can be tremendously helpful to you and your family.
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Address: 1821 Walden Office Square, S-400, Schaumburg, IL 60173
Phone: 312-617-8936
Email: darryl@MySECURiMENT.com
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