The Pineapple Formula
Family
We never lose sight of what matters to our clients when it comes to their family investment legacy and all their intergenerational opportunities.
Occupation
We never lose sight of what matters to our clients when it comes to their occupational pursuits.
Some want to retire and not outlive their money, while others have no interest in retiring but want to achieve a work optional lifestyle
Recreation
We never lose sight of what matters to our clients when it comes to their Recreational interests.
Many of our clients have a bucket list and they’ve delayed and put off some of those and just want to know that they can start checking boxes and look to the future with anticipation.
For example we want to take our grandchildren on a 2 week trip of their choosing the summer before high school anywhere in the continental US – this is important to us.
Money
The other thing that really is important that we never lose sight of, is what we can control.
As you know, there are many things happening around the world that are so far out of our control and to be quite candid, I don’t spend a lot of time worrying about that, because after all, it’s not the wind, it is the set of the sail that matters.
So, what can we control? How we manage the money we have.
The spot that overlaps between what matters to you and what we can control …That is where we live to serve you!
We are ready to serve you