Some insurance companies offer financial advisor services, which, if you have the disposable income, might greatly benefit your family. These people will sit with you and your family and, given your particular circumstances (earnings, investments, liabilities) will help you come up with a workable financial plan that you can commit to. What's more, you would have a better understanding of where your money (the one you set aside monthly/annually) goes and how it can work for you. You can even consult with them on mutual funds, best indexed annuities and other things financial.
Managing your finances better, no matter how much you're worth, is sure to give you a better sense of security and truer sense of freedom. Whether you have your own business or is just an employee, you can work out a plan to have retirement savings you can enjoy someday.
So, consider meeting with one, at least.
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