E215 - Current & Critical - Rick Green, Planning your Future Wealth & Health
“The biggest problem we solve is bringing peace of mind to our clients where life intersects wealth.”
Planning your wealth is a very personal process based largely on what you value. Some people prefer to enjoy their money today, while others are more focused on saving for tomorrow. This is why it’s important to make your decisions from a place of knowing what you value. It will help ensure that you have the right plan in place. Rick’s team at Sagium does just that. Learn how a values-based approach to wealth and health planning can give you a competitive edge.