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