Our Mission:
To help families and individuals deal with money successfully.
Our Promise:
We will provide our advise free of any conflict of interest.
We sell no products and offer no services, therefore you can trust our advise.
Our Excellence:
We have counseled thousands of people about dealing with money matters including running their small businesses, saving for retirement, buying and selling of real estate, investing and dealing with family money issues.
Our reputation as an industry leading and innovative financial advisor is one we are most proud of.
The Entitlement Trap(1):
Most families are committed to making the lives of their children and grandchildren better.
This is an admirable goal.
Unfortunately, financial dependence is often created when attempting to financially help your child.
We call this financial dependence the Entitlement TrapSM.
Children are often trained into dependency rather than self reliance.
Interestingly the more family money there is the more likely this will occur.
There is a cure to The Entitlement Trap, it takes awareness, education, learning, a commitment to creating self empowered family members, and persistence.
Don Chambers, CPA, MBA, PFP was one of the founding directors of Mercer Global Advisors (MGA) headquartered in Santa Barbara, California.
(1) Trademark of Healthy Wealth
