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The Personal Wealth Spectrum
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A multi-generational approach for risk mitigation.
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The Personal Wealth Spectrum
1.
“The Personal Wealth
Spectrum” Key EE’s G1 Healthcare Key EE’s (Parents) Individual Disability Key EE’s Group Business S O (public) Individual Life Key EE’s L Group U Liquidity G2 T Individual Long Term Care Long Term (Current) I Group O Liquidity N Individual Investments Long Term Group P Liquidity Retirement Success O Short Term G3 I (Children) N Liquidity Financial Planning Personal Success T Short Term S (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®
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