During a radio broadcast several years ago, I told the story
of a gentleman who tried to figure out how much longer he
had to live. Thus, he subtracted his age from the actuarial
assumed age of when males in reasonably good health
could be expected to live. He then determined how many
Saturdays those remaining years encompassed and went
out and bought himself a large glass vase and filled the
vase with a marble for every Saturday that he had left in
life and on every Saturday, he threw away….one marble.
When finally he began to see how few marbles were left…
his life began to change. He made it a point to spend as
much time as possible with loved ones…and he finally
began to really get his life and his financial affairs in order.
While having lunch with a client years later, I happened to
repeat the “marble” story as a way of making a point, and
the client said afterward….”That story should be repeated
to anyone and everyone wise enough to listen”.
If this is the kind of advice and commitment you’re looking for in a financial
advisor, then please…. sit down with us and learn how our investment strategies
are tailored to individual investment objectives, and why we say “There are no
two financial situations alike”. Let us introduce you to our concept of tailoring an
asset management program for you. One that is private and personalized.
It’s this approach that underlies the success we’ve enjoyed acting as stewards
of our clients assets since our founding in 1987….and why we pride ourselves
on advising clients as to how best to make every “last” marble count…. for you
and your loved ones.
of a gentleman who tried to figure out how much longer he
had to live. Thus, he subtracted his age from the actuarial
assumed age of when males in reasonably good health
could be expected to live. He then determined how many
Saturdays those remaining years encompassed and went
out and bought himself a large glass vase and filled the
vase with a marble for every Saturday that he had left in
life and on every Saturday, he threw away….one marble.
When finally he began to see how few marbles were left…
his life began to change. He made it a point to spend as
much time as possible with loved ones…and he finally
began to really get his life and his financial affairs in order.
While having lunch with a client years later, I happened to
repeat the “marble” story as a way of making a point, and
the client said afterward….”That story should be repeated
to anyone and everyone wise enough to listen”.
If this is the kind of advice and commitment you’re looking for in a financial
advisor, then please…. sit down with us and learn how our investment strategies
are tailored to individual investment objectives, and why we say “There are no
two financial situations alike”. Let us introduce you to our concept of tailoring an
asset management program for you. One that is private and personalized.
It’s this approach that underlies the success we’ve enjoyed acting as stewards
of our clients assets since our founding in 1987….and why we pride ourselves
on advising clients as to how best to make every “last” marble count…. for you
and your loved ones.
| Charles De Rose, Inc. 3004 Old Bridgeview Lane Charleston, SC 29403 For immediate assistance, please contact Andria toll free at 800-678-3620 or 941-330-0182 |
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