Life planning that flexes to your life stage, not your age.
Financial planning for well-lived todays and tomorrows with LifePhase Investing®
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. Addressing financial planning in stages helps you course-correct your current economic reality to align with your real-life goals.
START YOUR LifePhase Investing®There are 5 elements that facilitate a well-lived life.
Build & Grow
TRANSITION
Distribute & Deploy
Earning
Potential
Insurance
& Protection
Saving
Portfolio
& Planning
Legacy
This financial planning 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 of financial planning 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 as you look toward transitioning to retirement.
This financial planning 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.
An ongoing process that helps you course-correct based on your goals.
UNDERSTAND
Start with a fearless
conversation.
What really matters to you, your family and your legacy?
DESIGN
Create a
goals-based plan.
Guidance on financial planning and wealth protection based on your LifePhase, not your age.
MONITOR
Consistently monitor
& adjust your plan.
As you transition from phase to phase, your plan and investment strategy adjust with you.
ENJOY
A life well-lived
today and tomorrow.
Enjoy the peace of mind that you’ve got a plan for wherever life takes you.
