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