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The question of how much life insurance you need can stir up an emotional as well as economic bees’ nest. We've heard sentiments ranging from, “I want my family to have everything in abundance,” to “I don’t want my spouse to get rich from my death.”  Several years ago, a friend and an owner of a professional practice asked me to help him run his firm like a "real business." As it turned out (and much to my surprise), I had the temperament and skills to think strategically, lead a team with fortitude, and relentlessly execute a plan with laser focus. I was a natural executive. My success in that role led me to a project with another firm, and then another, and so on. Thus began my life as an accidental executive and business consultant.  |
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Advisory services offered through CS Planning Corp, an SEC registered investment advisor.
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