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Sometimes You Should Retreat Before Pressing On

Wednesday, February 01, 2017 Bookmark and Share

Before modern military tactics were developed, it was common for the General to move to an elevated position to observe the battle. Typically, soldiers fighting face-to-face with their enemy were so focused on survival that they lacked perspective on whether they were winning or losing until the battle was over. The General’s view, however, prompted adjustments to increase the likelihood of victory.  


5 Things Shooting the Grand Canyon Rapids Can Teach Us About Financial Planning

Thursday, October 30, 2014 Bookmark and Share



We took the trip of a lifetime this summer, but it was a long time coming.

Little did we know when we started talks in 2013 with a close group of friends about rafting in the Grand Canyon that it would take over a year to schedule, plan and execute our trip. As LPL financial planners at Financial Strategies Group, we are proactive and thorough about everything we do. That being said, we were amazed at the amount of coordination required. The checklists were truly daunting! It made us appreciate our clients, who I know often feel overwhelmed at the amount of information we request when beginning a comprehensive financial planning relationship. Without methodical, time-consuming effort, our trip would not have happened. 

Turning a Pot of Money into a Lifetime Paycheck

Wednesday, September 25, 2013 Bookmark and Share

By Hank Cleare, CFP®

 


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