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Key Principles to Wealth Management
By David Miller
At The Bensman Group we strive to conduct our business on the basis of sound principles. These principles serve to guide us in defining our relationship with you and how we deliver our services.
This past summer we talked about cornerstone relationships, which for us is a key principle that defines how we relate to our clients. In my message I shared that “as one of your trusted advocates, we strive to be a cornerstone advisor that comprises the foundation of your financial picture.” For me, as one of those trusted advocates, my role is to bring customized solutions that help address one of the keys to sound wealth management: Managing risk and protecting your assets.
Managing the risk of losing those assets is critical because often clients overlook the financially devastating consequences of not properly protecting what they have. A strong plan for defending your assets also provides a great foundation for accumulating assets. In our approach with our clients, we take a very holistic view. We look beyond just protection, but seek to find solutions for the other two keys to sound wealth management: Accumulating and distributing your assets.
When all three key areas are addressed in your planning, you can be confident that you are taking all the appropriate steps towards building a sound financial future.
As we approach this Thanksgiving season, with the familiar holiday time for family, feasting, and football, we are reminded of one more meaningful principle: The principle of Being Thankful. Nothing is more powerful in life than to take stock on a regular basis and be grateful for the many blessings that you have in your life.
Thank you for the opportunity to be one of your trusted advocates and from all of us at The Bensman Group, we wish you and your loved ones a most joyous Thanksgiving holiday.
All the best,