“Once upon a time, there lived a beautiful princess and her handsome prince in a castle in the middle of a fair land.”
You’ve read stories like this before… do you know one of the reasons why the prince and his fair maiden were able to live happily ever after?
The moat around their castle helped keep them safe.
The moat kept aggressors from digging tunnels into the castle and made it difficult to wade across for a full-frontal attack. Long before the enemy could swim across with weapons, the castle guards would be able to defend it.
Even after you retire, you are still vulnerable to life’s uncertainties!
Once you begin your retirement, finding ways to protect yourself from things that could blind-side you is a must. One way is to build a “moat” around you and your wealth, protecting you and your loved ones from life’s uncertainties.
How would one begin? First, try to determine the uncertainties you and your wealth are most vulnerable to. Next, establish a strategy that protects you, your loved ones and your wealth through the use of legal and financial instruments.
The concept of strategically constructing defenses to protect all that you value started thousands of years ago, and still applies to this day.
Establishing a financial moat provides you greater peace of mind and an increased sense of freedom, knowing you have control over your legacy. There’s never been a better time to establish your “retirement moat”, so you can sleep easier at night.
Ready to get started?
Let’s get to work, together!
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