• Darryl Smith

The High Cost of Waiting

There is a particular client that will probably stick with me for the rest of my career, he worked very hard and had amassed considerable wealth and when he finally decided to start the process to transition into retirement he passed away unexpectedly.

He could have started the process when we first met over 10 years ago but he said he wasn’t ready to retire and had too much on his plate to even spend the time it would take to getting things ready.

So he continued to work, build his business and made even more money. When he passed away his personal net worth was in excess of $3 million, of which he will never get to spend.