Piedmont Street Management: Registered Investment Adviser
85 Piedmont Street
San Francisco, CA 94117
(415) 731-2944
JimEyres@pstmgt.com
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Topics to Consider

Major Life Objectives of People

from Nick Murray's
The Excellent Investment Advisor

  1. The endowment of a long, comfortable, and totally worry-free retirement, with no compromise in lifestyle, and no real concern about ever running out of money.

  2. The need/desire to intervene meaningfully in the financial lives of one's children, during one's lifetime and /or in the form of legacies.

  3. The ability to fund, in whole or large part, the educations of one's grandchildren.

  4. The capability to provide quality care to one's parents in their later years.

  5. The ability to make a meaningful legacy to a much-loved school, church, charity, or other institution.

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