High-earning executives often scatter money across multiple accounts, creating waste and risk. Consolidating with one advisor saves time and cuts leakage. A real strategy moves you from where you are now to $10 million, generating $30,000 monthly in retirement.
There are 3 things or 3 areas that I think these corporate executives or successful executives can use help. One is consolidation. Yeah. So we see this often. There are multiple accounts. It's not unusual to run into a, a family with 6 to 8 different accounts at different institutions.
Sure.
And some of it may be necessary, but a lot of it is just kind of duplication. Yeah. And leakage. You can save yourself a lot of time, energy, and effort by consolidating the number of institutions that you're working with. That's right. Particularly if you can have one trusted financial advisor. It makes your life as an executive a lot easier. So what's the strategy to get you from where you are today to the $10 million? Right. And then once we get there, what's our strategy on generating the $30,000 a month I'm going to need to support my spending the rest of my life? So a strategy that is cohesive, that kind of starts early so we can be proactive and not reactive. Is the second area that a lot of executives need, need help in.
And then that third one, of course, is, um, who's watching my money? If I've got 8 or 10 accounts all over the place, well, nobody's watching your money. So that's, that's really where we come in and, and really help a lot of clients.
