fbpx

Wealth, Redefined™

When you hear the word “wealth”, what comes to mind? For many, this definition will vary.  For us, wealth takes on a unique meaning.  Wealth is not just saving for life’s NEEDS, WANTS, and WISHES.  It also includes identifying your purpose for saving, realizing there is more to life than money, and enjoying life today with a focus on what tomorrow might bring. 

“There’s no dollar sign on a piece of mind, this I’ve come to know… – Zac Brown Band”  

How We View Wealth…

“My Desire is for You to live an Abundant Life, letting the following guide you:  Health, Humility, Honesty, Humor, and Happiness.” – Elyse Ferber

Health

Health, in the broad sense, can be applied to many topics – fiscal, physical, mental, etc.  

At The Ferber Group, our focus is helping you identify your current financial health.  Once that baseline has been established, and keeping in mind your purpose(s) for saving, we can plan accordingly to maintain the course ahead. 

 

Humility

Life can find ways to keep us humble.  Financial markets can do the same.  

Through education, implementation, and, adhering to an Evidence-Based Investment Strategy, we can help prepare you for the times that potential market turns might humble us as investors. 

 

Honesty

How honest are you with your current financial situation?  How honest are you with your financial goals?  How honest are you with your savings and current budget?

Let us help you answer and identify these areas, and where needed, improve accordingly.  

 

Humor

“We are the last Dodos on the Earth, so I put all of our eggs safely into this basket…”  Hagen, 2003

Don’t be a Dodo.  Let us help you globally diversify your portfolio holdings and work towards diversifying your complete retirement plan. 

 

Happiness

Happiness, like Wealth, can vary in meaning.  At The Ferber Group, happiness for us is helping you identify a purpose and reason for saving, working with you from start to finish, and seeing you accomplish your needs, while striving towards your wants and wishes. 

After all, aren’t we entitled to Life, Liberty, and the pursuit of Happiness?

 

Put You & Your Family in Good Hands