A Time to Reflect

© Can Stock Photo Inc. / Klementiev

These are exciting times. With a birthday approaching, I am halfway to 120 years old. It is a natural place to stop and reflect on the journey so far, and the path ahead.

Twenty years ago, I was planning the concept that turned into Leibman Financial Services. At its heart, the idea was to build a business whose success depends entirely on the success of clients. After two prior decades of working with money in most of its forms, the experience and preparation were in place. The interest and passion was there. All we needed was people who would entrust us with their hard-earned wealth and well-thought plans.

Then you showed up. Thank you. The work is gratifying beyond words. And that leads to the next topic, the path ahead.

I plan to work to age 92. Two of my oldest friends, now gone, worked to that age in their own businesses. They were vibrant and active and happy in their later years, a good model for me.

It is amazing how a cherished objective can shape your actions and choices. I often say it is almost embarrassing to be learning so much at such an advanced age. But this is just lame humor. The need to keep learning and adapting and to stay current with developments in the economy and the markets and the business, and to get the resources and people in place to serve your needs, and the constant search for investment opportunities…all of this is invigorating. I feel like I discovered the Fountain of Youth.

The future is not guaranteed to us, in any sense. We can plan a big retirement party for the year 2048 when I turn 92. But we can’t know that any one of us will be there. So we would also like to extend another invitation, for something a little sooner.

If you would like to have breakfast with me at B’s Diner in Louisville, or lunch at the Main Street Café, just call the shop. We are scheduling through mid-July, so there are plenty of slots. The coffee’s always on, too, so if another time would suit you better, we can do that. Thank you all, so much, for the decades–past and future.