Investing in More Than Your Financial Future

Dear Friends,

I’m spending six days in San Francisco attending a conference on longevity, health, and the remarkable advances being made in helping people live longer, healthier, and more fulfilling lives.

Some of you know that I’ve set a personal goal of living to be 151. While that may sound a little ambitious, I believe there’s an extraordinary amount to be learned about the future of aging, physical health, mental sharpness, and maintaining our independence
as we grow older.

But I’m not just here for myself. I’m here for you, too.

For nearly 50 years, my professional focus has been helping people make good financial decisions so they can enjoy a secure and
rewarding life. But I’ve always believed that a good life involves much more than money.

What good is financial security if we don’t have the health, mental capacity, independence, and enthusiasm to enjoy it?

That’s why I spend time attending conferences, meeting researchers, listening to scientists, and exploring developments that might otherwise never cross your path. In a sense, I want to be an extension of your own curiosity — doing some of the research, asking questions, and bringing back ideas and information that might make your life better.

I’m not a physician, and I don’t pretend to be one. But I am curious; I have access to some fascinating people and ideas, and I enjoy sharing what I learn. Some discoveries may prove valuable, others may not, but I believe there’s tremendous value in knowing what’s possible.

Your financial well-being will always be my principal professional responsibility. But I hope our relationship can offer something more: a trusted friend and resource who is always looking for ways to help you enjoy not just a financially secure life, but a longer, healthier, happier, and more interesting one.

After all, the purpose of building wealth isn’t simply to have more money. It’s to have a better life.

And that’s something I intend to keep working on — for myself and for you.

Warmly,
Cosmo Boyd, CFP®
The 680 Group