Welcome to our blog.

Are you interested in gaining a new understanding of wealth? As an 35 year veteran financial planner, I have come to the realization that wealth is more than money. Our goal is to help individuals and families learn how to capture, preserve and perpetuate not just one's financial wealth but one's personal wealth and social wealth. I believe future generations will be more concerned about passing on a legacy rather than leaving an inheritance. Transforming lives of financial success to lives of significance will require methods to pass on one's "values," in addition to one's "valuables." I am hopeful that this blog will advance the dialog on how we can manage our "total" wealth. I encourage you to participate. Monroe "Roey" Diefendorf, Jr., MI, CLU, ChFC, CFP, RFC, CIMA, C3DWP