FINANCIAL SYNERGISTICS
  • Home
  • WHY US
    • Generations Strong
    • Family Centric
    • Planning Integrity
    • Productive Know-How
    • Circle of Influence
    • Lead by Example
    • Agile Solutions
    • Future Focused
  • WHO WE SERVE
    • Familes & Individuals >
      • Actively Outdoors
      • Inspired Retirees
      • Multi-Generations
      • Philanthropic Singles
      • Rainmakers
      • Suddenly Single
      • Young Professionals
    • Businesses >
      • Solopreneurs
      • Start-Ups
      • Family Business
      • Mature Business
      • Transitioning Business
  • WHAT WE OFFER
    • Individuals & Families >
      • Estate Planning
      • Family Wealth Planning
      • Retirement Road Mapping
      • Life Insurance
      • Protection Strategies
    • Businesses & Owners >
      • Asset Protection
      • Business Structure
      • Business Transition
      • Employee Retirement Plans
      • Executive Retention
  • INSIGHTS LIBRARY
  • PURE PERSPECTIVE
  • GIVING BACK
  • OUR TEAM
  • CONNECT

Pure Perspective

A blog to empower your financial wellbeing and security

Equally or fairly: an estate quandary

1/23/2023

0 Comments

 
Picture
A Q3 2022 Bloomberg article cited some fascinating, but unsurprising data regarding the struggle many wealthy families face in their estate planning.  The 2022 study conducted by UBS Group AG surveyed 4500 clients at the Swiss Bank with at least $1 million in investible assets around the globe.

​Two thirds of the investors claimed to struggle with dividing their assets fairly. The harsh reality for many future heirs was that assets were going to be distributed unevenly for a variety of reasons. 

Read More
0 Comments

In Good Time: The Fruits of Your Labor

11/29/2022

0 Comments

 
Picture
Growing up with a family winery, I naturally adopted an appreciation for wine and wine making that evolved into being both a critic and a connoisseur. Our family’s wine is made like the families of centuries ago in Europe, grown in virgin soil never before used for agriculture. Pure natural winemaking from clearing the land, planting the vines, reaping the harvest, fermenting, and aging with precision, and then bottling onsite. All within our control, every aspect, to assure the best quality and taste for discerning palates. 

Now as a financial advisor, I have noticed many similarities between the meticulous attention to details and process of winemaking with the process of financial and wealth planning. Our approach to financial planning and blog is entitled Pure Perspective to pay tribute to a pure process. In this second installment of our blog, I will share how the process of winemaking over generations is similar to how it is best to approach financial planning.


Read More
0 Comments

Pure Perspective: Beyond True Expertise

10/14/2022

0 Comments

 
Picture
Malcolm Gladwell’s 10,000-hour rule states that “the key to achieving true expertise in any skill is simply a matter of practicing, albeit in the correct way, for at least 10,000 hours.”   When you break this down, 10,000 hours is the equivalent to a little shy of five years at 40-hour work weeks. We believe that pure perspective is essential for “true expertise” to be relevant. ​Combine the definition of true expertise with our belief that experiences through generations served, thousands of case studies, and decades of witnessing our industry evolve, and you begin to see why we believe that true expertise isn’t enough without pure perspective. You need both. 

So, what is Pure Perspective?


Read More
0 Comments

    ABOUT BLOG

    Welcome to our Pure Perspective blog, designed to provide insights, information, and options for you to consider whether you are beginning your financial journey, accumulating wealth and assets, or supplementing in your retirement years. Through decades of serving multiple generations, we have served as a sounding board, a guide, and advisor when critical decisions needed to be made. 

    This blog is to serve as an additional resource of insight that can only come from pure perspective gained over decades serving generations. 

    Archives

    January 2023
    November 2022
    October 2022

    Categories

    All

    RSS Feed

Decades of Guidance. Generations Empowered. 
CORPORATE  OFFICE
180 E. Main Street, Suite 206
Tustin, CA 92780
T. 949.329.3408
​F. 949.377.3268
Picture
REGIONAL OFFICE
2911 Turtle Creek Blvd, Suite 300-11a
Dallas, TX 75219
T. 949.329.3406
​F. 949.377.3268​
Picture
Picture
Proudly powered by BizGrowth Inc. 
  • Home
  • WHY US
    • Generations Strong
    • Family Centric
    • Planning Integrity
    • Productive Know-How
    • Circle of Influence
    • Lead by Example
    • Agile Solutions
    • Future Focused
  • WHO WE SERVE
    • Familes & Individuals >
      • Actively Outdoors
      • Inspired Retirees
      • Multi-Generations
      • Philanthropic Singles
      • Rainmakers
      • Suddenly Single
      • Young Professionals
    • Businesses >
      • Solopreneurs
      • Start-Ups
      • Family Business
      • Mature Business
      • Transitioning Business
  • WHAT WE OFFER
    • Individuals & Families >
      • Estate Planning
      • Family Wealth Planning
      • Retirement Road Mapping
      • Life Insurance
      • Protection Strategies
    • Businesses & Owners >
      • Asset Protection
      • Business Structure
      • Business Transition
      • Employee Retirement Plans
      • Executive Retention
  • INSIGHTS LIBRARY
  • PURE PERSPECTIVE
  • GIVING BACK
  • OUR TEAM
  • CONNECT