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Financial Strategies - Retirement Income Planning - Investments - Insurance

Colin D. Murray, Principal

Murray Wealth Strategies LLC was founded on three essential ideas:

(1) That real wealth – an income one doesn’t outlive and a significant legacy to one’s heirs – can only be built and preserved through a program of lifetime investing.

(2) That the achievement of real wealth is not driven by investment "performance", but by investor behavior – which is primarily a function of making a lifetime plan and sticking to it.

(3) That, in practice, no one will ever be able to resist the behavioral traps of investing without the empathetic but tough-loving counsel of a high quality financial professional, whose functions aren’t prediction and "performance," but planning, perspective and behavior modification. Thus, the most valuable function of a financial professional is to guide clients to help them avoid making mistakes that disrupt their lifetime plan.

 

Please use this site as a resource, and do not hesitate to contact us for additional information or to schedule a financial checkup without cost or obligation.  

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Newsletters

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In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

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