A secure future…
for the rest of us
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Do you really have the need for Riverwood’s specialized services? You might think about this in different ways…
​Will your current situations, plans and actions allow you to reach your goals? And do we need to set those goals together?
Wealthy people seem to be doing fine, but many of us in the middle class or upper middle class need to work harder to protect our nest egg and long-term interests.
Funny thing, even wealthy people don’t always protect themselves. It’s likely because they just didn’t take the time, or didn’t know how.
There are many Hollywood Stars and CEOs who didn’t manage their money well, and have had to scrape by just to meet their expenses? We can tell you some of these “no so secret” examples which we all can learn from!​
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Bob Lee was a rising CEO of CashApp.
However, his family suffered because he did not have a strong financial foundation!
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Bob Lee’s net worth was estimated at $10 million.
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Unfortunately, due to his sudden passing his assets will flow through the probate system in Florida.
Chadwick Boseman was the movie star of Black Panther, a blockbuster film that raked in huge revenues.
However, his family lost $1.4 million because he did not have a strong financial foundation!
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No will when he died August 28, 2020.
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His Estate was valued at $3.8 million.
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After legal fees, taxes, and funeral costs the balance of his estate was estimated at $2.4 million.
Life expectancy continues to increase, yet 7 in 10 people don’t feel financially secure.
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As America evolved, we find…
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More single parents
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Increasing health concerns and costs
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Difficulties with wealth transfer
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Increasing cost of buying or renting a home
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Inflation that reduces the value of your savings
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Sandwich generation concerned with their kids and aging parents
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… and more
Most of us don’t understand the implications of our actions — and that even simple steps can lead to substantial returns
Did you know that even $100 a month can dramatically reduce debt and accumulate savings in a much bigger way than you might imagine?
The compound effect of money is powerful, and we can show you how to put this — and other ideas like this — into action for you life.
By Congressional Budget Office - Congressional Budget Office Trends in Family Wealth, 1989 to 2013, Public Domain,
Fox News
Where’s the gap for you?
For some families and individuals, there is a professional, racial or cultural gap.
For others, it has more to do with learning to take small steps that are needed now, that will work for you long term.
And for others, too, it may involve lack of access to qualified advisors who can help you, even if you’re not earning a super-high salary.