“The Personal Wealth Spectrum”                              Key EE’s                                                      ...
Upcoming SlideShare
Loading in …5
×

The Personal Wealth Spectrum

2,695 views
2,567 views

Published on

A multi-generational approach for risk mitigation.

Published in: Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
2,695
On SlideShare
0
From Embeds
0
Number of Embeds
35
Actions
Shares
0
Downloads
8
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

The Personal Wealth Spectrum

  1. 1. “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®

×