Phase II: "The Ascent" - Protection, Diversification & Tax Minimization Phase

As individuals and families mature and begin their ascent into Page II of life, you naturally begin to experience the following issues:

  • Maximizing savings opportunities as you approach your peak wealth generation years
  • Transitioning from an aggressive investment portfolio to a more balanced and globally diversified portfolio
  • Considering the purchase of a second home or rental real estate
  • Reviewing insurance coverage and deliberating increasing risk levels to reduce premium costs
  • Contemplating the need for trusts versus wills, to avoid probate
  • Pondering the benefits of starting your own business