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Have you noticed that our society has become more ME-driven?
While many financial plans focus solely on what’s best for the client, Justin Bennett has designed a planning approach for those who are more focused on caring for those around them. This is not an approach that will resonate with everyone; it’s for people who are determined to lead selfless lives and to impact future generations.
In this episode, you’ll learn:
What it means to make selfless financial decisions
The features and goals that this selfless planning approach embodies
Why Bennett Financial believes in this approach to planning
The difference between capacity and desire—and why it matters
How tax-free capital can be allocated in a selfless planning approach
Tune in now and discover how a selfless planning approach can help you make an impact!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
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