Helping you achieve well-lived todays and tomorrows begins—and continues—with fearless conversations about what you really want. LifePhase Investing® is a disciplined, transparent process that refines your financial plans in concert with your life’s economic phases. Relying on this ongoing process helps you course-correct your current economic reality to align with your real-life goals.
START YOUR LifePhase Investing®This phase typically coincides with your primary earning years when you start to accumulate assets and save for the future. Your earning potential and saving discipline, along with risk protection measures like insurance, are especially critical.
The Transition phase is the bridge between Build & Grow and Distribute & Deploy. This phase is about planning and executing a strategy to transition from earning to enjoying the fruits of your labor. Saving and strategizing are particularly impactful here.
This phase begins when you start taking distributions from your retirement accounts and other resources. Solidifying plans for your legacy is a dominant concern. Strategically investing and optimizing withdrawals are key to ensuring that your life and goals continue on a solid financial footing.
What really matters to you, your family and your legacy?
Wealth planning and protection guidance with your personal advisor based on your LifePhase, not your age.
As you transition from phase to phase, your plan and investment strategy adjust with you.
Enjoy the peace of mind that you’ve got a plan for wherever life takes you.
