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Finding the Perfect Investment

Finding the Perfect Investment

| August 10, 2020

You’d almost have to live in a cave to not realize that times are tough right now. And under these uncertain conditions, people are hoping to find the perfect investment—one that’s safe, but offers an outstanding return. Our experience tells us that there is ultimately only one perfect investment—family.

As a Life Planning firm, we focus on much more than money. Money is just a tool. Too many people get wrapped up in returns and money, especially when it’s the center of attention during times like these. But the real focus in your life should be what makes your soul sing. Remember, life is so short.

I encourage you to ask yourself these important questions:

  • What do I treasure in my life?
  • What do I value most?
  • What truly gives my heart joy?

Maybe it’s just the type of families we choose to work with, but when we have this conversation with them, we have found that the answer to these questions to be the same almost without exception: family.

Here is an idea: invest a selected amount of money in a family retreat. Rent a house or cabin on a lake or in the mountains for a few days so that your children can bring their children. Visit some nearby attractions or just stay in and share stories of the past, laugh about old photo albums, or have some friendly competition while playing cards. Enjoy homemade ice cream and discover your children’s dreams and goals for the future. Remind yourself exactly what you have been working for all these years.

Who knows? You may start a tradition that will continue long after your time has passed. Giving your family the gift of unforgettable memories just may be the best investment you will ever make.

One of the questions we always bring to the table when we meet with someone for the first time is, “If this were your last day on earth, where would you want to be, what would you want to be doing, and who would you want to spend it with?”  I would assume it wouldn’t be alone in front of your computer, looking at the latest and greatest bandwagon to jump on and invest your money in. And what about your children and grandchildren? If this were your last year to spend together, what do you want them to remember? Let us offer a couple suggestions: love, laughter, shared memories and experiences, and just time spent together.

We strongly encourage you to diversify your portfolio and invest in Living Life on Purpose!

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Advisory services offered through Smart Money Group LLC, a Registered Investment Adviser. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC. Kennedy Financial Services and Smart Money Group, LLC are separate entities and are not owned or controlled by Calton & Associates, Inc.

Jim Kennedy, Aaron Kennedy, Angela Robinson, Bret Robinson, and Matt Ervin are currently registered to sell securities products in MT, OK, and TX.  Jim, Aaron, Angela, Bret, and Matt are also licensed to offer insurance products in AZ, CO, FL, IL, MT, NV, NM, NC, OK, SD, TN, and TX. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Jim, Aaron, Angela, Bret, and Matt are properly registered/licensed.