This document outlines three phases of wealth management: the accumulation phase focuses on long-term retirement and short-term goals like a house and car, the consolidation phase also focuses on long-term retirement and children's college as well as short-term vacations, and the spending phase emphasizes long-term estate planning and short-term lifestyle needs and gifts.
This document outlines three phases of wealth management: the accumulation phase focuses on long-term retirement and short-term goals like a house and car, the consolidation phase also focuses on long-term retirement and children's college as well as short-term vacations, and the spending phase emphasizes long-term estate planning and short-term lifestyle needs and gifts.
This document outlines three phases of wealth management: the accumulation phase focuses on long-term retirement and short-term goals like a house and car, the consolidation phase also focuses on long-term retirement and children's college as well as short-term vacations, and the spending phase emphasizes long-term estate planning and short-term lifestyle needs and gifts.