- “When confronted with the favorable financial situation we were in at retirement we made the decision to balance the use of our assets between three areas. First, after a career of hard work and curtailed enjoyments such as travel we wanted to assure ourselves of a good but not lavish lifestyle, secondly we wanted to make sure our 5 children inherited something of significance that might provide a foundation for their own retirement and finally we felt that in view of our family blessings that an equal amount should be given to those less fortunate. Only by having and living a plan that provided for all three of these objectives could we be happy and proud during our golden years. Once this decision was made our only other decision was what causes we wanted to support.” Remarks to The 2008 Annual Membership Meeting Society of Financial Service Professionals, Bethesda Country Club. Bill Walace, CLU®, ChFC® JUNE 13, 2008