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The Personal Wealth Spectrum
 

The Personal Wealth Spectrum

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A multi-generational approach for risk mitigation.

A multi-generational approach for risk mitigation.

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    The Personal Wealth Spectrum The Personal Wealth Spectrum Presentation Transcript

    • “The Personal Wealth Spectrum” Key EE’s G1 Healthcare Key EE’s (Parents) Individual Disability Key EE’s Group BusinessSO (public) Individual Life Key EE’sL GroupU Liquidity G2T Individual Long Term Care Long Term (Current)I GroupO LiquidityN Individual Investments Long Term GroupP Liquidity Retirement SuccessO Short Term G3I (Children)N Liquidity Financial Planning Personal SuccessT Short TermS (private) Succession Estate Planning Succession G4 (Grand C’s) Risk Mitigation: Auto, Property, Casualty, Umbrella, Fiduciary (Trust) Copyright © 2012 Peter J. May JD, LLM, CFP®