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The View from Altitude

"Altitude" is defined as the height of an object or point in relation to sea level or ground level. It's commonly used by commercial airline pilots to identify for their passengers the flying level to give them the smoothest and safest flight possible.

"Altitude", in the business and financial world, is about being able to see clearly your past, present, and future opportunities, and react to them positively. Several years ago, a business colleague of ours said from his office in southern California that he was in peril and possibly in the path of a massive wildfire. He said the smoke was so think that he could barely see the parking lot from his window, and the only way he knew where the advancing fire was traveling was from reporters flying above the fire at altitude. They were looking and filming down on the blaze and reporting its direction.

Many of us are blinded financially by the "smoke" of market conditions, fear of what the future holds for our businesses, being unsure of what our retirement years might be, our family's security, trust funds, cash on hand, and maintaining the life style of which we've been accustomed.

Our planning process takes you up to "altitude" where you will view your financial situation with a clear and focused picture as you coordinate the different areas of planning. Then, after making decisions return to "ground level" to implement those decisions. Your options and results become highly customized and easily understood.