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Fee-based advisory services are offered through Haisman Wealth Management, Inc., a registered investment advisor. Haisman Wealth Management, Inc. only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements.
The Heart of Money Matters Wealth vs. Significance
By Donald L. Haisman, CFP®
Since 1979, we have provided opportunities for our clients to discover how to turn wealth into significance. We have used our expertise to direct individuals, families and business owners toward greater clarity regarding their ultimate goals, while sustaining their visions. We teach that investments with charitable intent and value systems do not diminish inheritance for heirs.
We teach that life takes on many changes along its journey. However, after age sixty most people begin to realize numerous transitions of later-life are, in fact, a reality. People look back over their lives to evaluate the true impact of the money they gave or plan to leave to their families. Many clients lament that money left to their children and grandchildren does not necessarily leave a “legacy.” And they are right. Many want to know how they can leave the values and teachings of the importance of love over money for their children, grandchildren and great-grandchildren.
As our affluent clients age, they begin to look seriously on their life and legacy. They may not call it their ‘legacy,’ but they are asking us as their professional financial advisors how they can make a difference. How can they turn their accumulated wealth into significance?
We frequently suggest that our clients begin by reading The Ultimate Gift by Jim Stovall. (See Knowledge Center for information about this book) Even though it is a novel, it is a heart-moving story that answers a family’s question, “what can be done to intentionally and positively impact the course of our heirs, our very blood lines — forever?”
We then work with our clients, demonstrating that considering investments with charitable intent does not interfere with their family’s security. In fact, financial goals can be met that actually enhance and protect the financial considerations of heirs.
We do this while coordinating other objectives like maximizing their investments, achieving tax savings, and continuing to protect their assets for their heirs as desired.
The result is a discovery of the deeper sense of purpose, and the meaning of life, by raising the awareness of our responsibility to pass values and character, not just wealth, on to the next generation.
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