Broker Check

Where do you fall in the Pyramid of Financial Needs?

Generally, as you move up the pyramid, you have…

  • Risk Management
  • Wealth Accumulation
  • Wealth Preservation & Distribution

Reviewing the Pyramid to Financial Success graphic may help you identify gaps that may exist in your financial plan. Let's start at the bottom and move our way up…

RISK MANAGEMENT

  • A successful financial plan starts with a good foundation
  • It involves various solutions that help clients effectively manage certain threats that can derail a financial plan

WEALTH ACCUMULATION

  • A combination of investments as well as retirement planning
  • Accessing the financial market and investing for the future

WEALTH PRESERVATION & DISTRIBUTION

  • Wills & Trusts come into play at this stage 
  • Your adviser can refer you to an Estate Planning attorney
  • Proper planning during this time can result in using your assets in the long-term 

 

 

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