994 Group provides wealth management and financial planning for clients. However, what we do isn't about the money. As we like to say, he who dies with the most money is still dead. Rather, money is a tool to multiply joy in life!
Freedom: the ability to choose where, when, and how to invest their time.
Bucket List: coveted treasures, experiences, or desires.
Loved Ones: family, friends, and critters.
Peace of Mind: sleep like a Labrador (not a baby...they don't sleep).
Purpose: make an impact on a meaningful organization or cause.
Time: our most valuable, and potentially fleeting asset.
Learn the essential steps for your family's financial planning process in our complimentary whitepaper.