Author: Crystal Wealth Partners
Crystal Wealth clients enjoy trip to Africa
Working with a financial planner is all about creating wealth. Financial wealth is key, of course, but we also work with you to help you create wealth in terms of the quality of life you enjoy. Ken and Kerrie Gowen have been clients of Crystal Wealth for over nine years, and are enjoying the lifestyle we’ve worked together to enable. Recently, Ken and Kerrie enjoyed a three-week trip to Africa.
Advice in decumulation: Defining the opportunity
"Start with the liability first, then let’s worry about the investment part of the equation,” says Tim Wedd, an Executive Director at Crystal Wealth Partners.