Having money means more choices and more decisions. Investment decisions are only part of what’s needed to preserve and enhance wealth. It’s also about taking a wide angle view — on all issues that impact your net worth and your well being.
If you’ve attained a certain level of net worth, you might be ready to take your money management up a notch. It pays to know what options are available to you.
The definition of high net worth depends on who you ask. For some wealth managers the threshold starts at investible assets of $500,000, while some financial institutions set the bar at $1 million in cash available to invest. Others would suggest that when your investment income alone is enough to support your current lifestyle, you’re considered rich.
If you, like many others, are wondering if you are on the right track – if you are saving enough, or too much, for your retirement plans? Do you wonder what estate planning, tax planning and debt planning have to do with your financial life? If so, you are looking for an advisor who can convert your ideas into concrete financial decisions. You are looking for a financial advisor who can give you the assurance that all the details of your financial life are taken care of.
There is always room to grow when it comes to finances and working alongside an advisor who is eager to teach and learn with you is much more important than simply managing your money. No one can foresee everything, so you need someone in your corner who can help you navigate a seemingly complex world.
Mintco Financial Team of Wealth Advisors are committed to helping you live your dream. Whether your dreams are small or grand, Mintco Financial Wealth Advisors will create a simple and realistic wealth management strategy to help you achieve them.