Going back centuries, military commanders have sought to position their troops on the highest ground possible in battle. From the teachings of Sun Tzu to the actions of Joshua Chamberlain and the 20th Maine Infantry Regiment at Little Round Top during the Battle of Gettysburg, history demonstrates that holding the highest ground possible affords the commander tremendous advantages. On the high ground, the commander has the widest point of view to survey the battlefield, and this terrain is also almost always the easiest to defend. Just as occupying the high ground is the goal of every commander in battle, the analogy is a useful one for retirement and estate planning.
As someone who cherishes his time spent in combat units, the phrase “I’ll see you on the high ground” has always resonated deeply with me. It evokes a commitment and trust among those who serve that they will complete the mission whatever the cost.
At first glance, “High Ground Planning” might seem like an odd choice for a blog dedicated to discussing financial planning for retirement. However, while the mission itself and the sacrifices required are unmistakably distinct, I believe many powerful parallels exist for financial planning where the goal is to navigate life effectively to care for one’s future self and family.
Despite the proclamations of “get rich quick” schemes, there simply are no easy paths to sustained wealth. Prudent saving and investing strategies coupled with intelligent tax and retirement planning are the best tools military families have to create wealth.
High Ground Planning offers strategies, tips and candid assessments based on my career spent working with military families assisting with multiple aspects of financial planning: tax, retirement and estate planning.
Meet me on the high ground.