Brought to you by:
Christopher Wilcox
McCormick Klessig & Associates
PO Box 66
522 Clermont St.
Antigo, WI 54409
715-627-4302
cwilcox@mccormickklessig.com
www.mccormickklessig.com
About Our Firm:
McCormick-Klessig & Assoc., Ltd. provides individuals, families, small and medium sized businesses with complete coverage of personal and business risks in all product lines: Commercial Personal Life Accidental and Health ( including group products).
QUOTES from the Masters...
On Courage On Excellence
"The systematic, deliberate development of courage is essential to the achievement of success.  Fear is the greatest single obstacle to achievement." -– Brian Tracy

"To dream anything that you want to dream.  That is the beauty of the human mind.  To do anything that you want to do.  That is the strength of the human will.  To trust yourself to test your limits.  That is the courage to succeed." -- Bernard Edmonds

"Courage is not the towering oak that sees storms come and go; it is the fragile blossom that opens in the snow." -- Alice Mackenzie Swaim

"Courage is fear that has said its prayers." -- Dorothy Bernard

"The only thing that separates any one of us from excellence is fear, and the opposite of fear is faith.  I am careful not to confuse excellence with perfection.  Excellence I can reach for, perfection is God's business." -- Michael J. Fox

"Quality is never an accident; it is always the result of high intention, sincere effort, intelligent direction and skillful execution; it represents the wise choice of many alternatives." -– Willa A. Foster

"Your true success in life begins only when you make the commitment to become excellent at what you do." -– Brian Tracy


  Estate Ideas
The Estate Analysis Process...

Estate planning is the process of accumulating, preserving and distributing assets to achieve the financial goals of people during their lifetimes, and to provide for their heirs according to the estate owner's wishes at death.  As such, estate planning is not a one-time event.  Instead, it is an ongoing process designed to accomplish accumulation, preservation and distribution objectives, both during your lifetime and after your death.
HOW THE PROCESS WORKS...
YOUR ESTATE
V
IN-DEPTH FACT FINDING
V
ASSET REVIEW
Bank Accounts
Investments
Business Interests
Life Insurance
Pension Benefits
CURRENT ESTATE PLAN
TRANSFER METHODS
Jointly-Held Property
Community Property
Beneficiary Designations
Wills and Trusts
Buy-Sell Agreements
V
GOALS AND OBJECTIVES
Income Needs at Death
Cash Needs at Death
Retirement Income Needs
Capital Accumulation Needs
Asset Protection Needs
Educational Funding
Charitable and Gift Giving
V
To Achieve Goals and Objectives
PLANNING ALTERNATIVES
To Minimize Costs and Taxes
V
PROPOSED ESTATE PLAN
 

A few hours devoted to estate planning may result in more savings than you have accumulated over several years.

MESSAGES from the Masters...
THE LAW OF ATTRACTION by Brian Tracy

You are a living magnet; you invariably attract into your life the people, situations and circumstances that are in harmony with your dominant thoughts.

This is one of the great laws that explain much of success and failure in business and personal life. It has been written about as far back as the ancient Egyptian mystery schools, 3000 years before Christ. It is so powerful, pervasive and all encompassing that it affects everything you do or say, or even think or feel.

Everything you have in your life, you have attracted to yourself because of the way you think, because of the person you are.  You can change your life because you can change the way you think. You can change the person you are.

You have heard it said, "Birds of a feather flock together." "Like attracts like." "Whatever you want, wants you."  These are ways of expressing the Law of Attraction.

Your thoughts are extremely powerful.  They are a form of mental energy that travels at the speed of light. They are so fine that they can go through any barrier. This is why, for example, you can think about a person, sometimes at a great distance, and in the next moment, the phone will ring and that person will be on the line. Your thoughts have connected with that person the moment you thought them.

Companies develop products, processes, services and ways of doing business that attract an entire constellation of customers, employees, suppliers, financiers and circumstances that are in harmony with the dominant thinking of the organization.  It is as though every human ingredient inside and outside of the organization is a musical instrument.  Together, they make up a great symphony.  They are all playing together and creating a form of music that constitutes the activities of your business and your life.

Whenever things are not going well in any organization, the fastest way to bring about change is to bring in a new person who changes the way people think and feel about themselves and what they are doing. New values, new visions, new strategies and new policies toward customers and toward each other bring about rapid and often dramatic change.
 

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The purpose of this newsletter is to provide information of general interest to our clients, potential clients and other professionals.  The information provided is general in nature and should not be considered complete information on any product or concept described.  For more complete information, please contact my office at the phone number above.

Quest Capital Stratagies 25231 Paseo de Alicia, Suite 110 Laguana Hills, CA 92653-4615 (800) 527-9989 Member FINRA and SIPC  FINRA is located at www.finra.org.   SIPC is located at www.sipc.org.