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CLEVELAND WEALTH COUNSELOR INTRODUCES THE "LOVING WILL"™
Blend of financial mission and life philosophy lets clients leave their "heart" to their loved ones
03-10-2004 - Cleveland, OH - CLEVELAND, OHIO - February 16, 2004 - With Valentine's Day past and Mother's Day fast approaching, many couples may wonder, "where's the love? as they face that dreaded day in between: April 15, tax day. Hardly considered a holiday, it's nevertheless a day that can bring new meaning to couples and families through an innovative approach to financial planning. By creating a Loving Will™, couples can celebrate their accomplishments, define their legacy and leave the "heart" of their life's purpose to their loved ones.
Ownership Advisors focuses on purpose-driven planning with the end result being to connect your money to your mission through the process of wealth counseling, coaching and wise money management. President Richard Tanner has always understood the importance of passing on what's meaningful to you. And what could be more significant, Richard reasons, than what you think, how you feel, what you value? "We have legal wills to transfer your valuables, living wills to transfer your views on life and death," Richard says. "But a Loving Will can transfer what's most important: Your values. Just as people leave their wealth to others, now they can leave their hearts."
Creating a Loving Will™ not only assures that what is truly worthwhile to you will be passed on, but it also allows people to accentuate the positive - to look at their wealth and assets in a different light. By changing their perspective as tax time approaches, people might even find a reason to celebrate, Richard says.
For example, instead of fretting about high taxes, couples should go out to dinner and toast their achievements. "Remember, high taxes means you've made a lot of money," Richard says. Rather than stressing about gathering data for their financial planners, use the opportunity to get better organized. "This can really be a time to focus, and get things in order, which makes everyone feel better," Richard advises. Tax time is also a time to analyze not only your wealth management plan, but what your spending says about you. "This is a great time of the year to review your values and match your money to your mission," according to Richard.
The Loving Will™ can include our obligations to our heirs and society, views and philosophies on family and faith, learning, giving, work and more.
Mr. Tanner is a Registered Principal with and offers securities through Linsco/Private Ledger, Member NASD/SIPC.
For a free pamphlet and to learn more about creating a Loving Will™, call Ownership Advisors at 216-328-5538 or visit them on the Web at www.ownershipadvisors.com.
More information can be found on the Web at http://www.lovingwill.com
Contact:
Richard Tanner
President
Ownership Advisors, Inc.
6100 Oak Tree Blvd., South
Park Center Plaza 1, Ste. 420
Independence, Ohio 44131
Phone: 216-328-5538
E-mail: rtanner@ownershipadvisors.com
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