Another phase that seems to be trending is “financial freedom.” Again, what does this mean? Yeah – I’m free from all financial obligations! My guess is that is not what is meant. I believe “financial freedom” is different to each person.
Now I want to put these two phrases together and share with you what we at A&M Futures defines as “Wealth Management for Financial Freedom.” To us, wealth management is NOT simply working with affluent clients. The word “wealth” is a mystery. What I mean is how one person defines wealth is not how another person does. It is independent for each person, just as wealth management solutions vary on an individual basis. In our book, “wealth management” is helping every client achieve a sustainable financially secure future. Financial freedom means no longer worrying about life’s “what ifs” and being prepared for life’s milestones. This can be overwhelming, especially since it is no longer your grandparents’ world and there seems to be so few clear solutions.
|Your Account Balance:||$352,349.92||$235,227.02||$155,735.04|
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- Pascarella, D. (2021, June 28) 4 stats. That reveal how badly America is failing at financial literacy. Forbes
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- LIMRA. (2021). Facts About Life 2021. LIMRA
- Amadeo, K. (2021, April 30). Do medical bills really devastate America’s families? Thebalance
- Kaiser Family Foundation. “Benchmark Employer Survey Finds Average Family Premiums Now Top $20,000.” Accessed March 20, 2020.
- American Public Health Association. “Medical Bankruptcy: Still Common Despite the Affordable Care Act,” Page 432. Accessed April 28, 2020