Key EE’s

Key EE’s

Liquidity Long Term

Success

Success

G1

G2

G3

Succession

Succession

“The Personal Wealth Spectrum”

Risk Mitigation: Auto, Property, Casualty, Umbrella, Fiduciary (Trust)

G4

Liquidity Short Term

Key EE’s

Individual Group

Copyright © 2012 Peter J. May JD, LLM, CFP®

(Current)

(Parents)

(Children)

(Grand C’s)

S

O

L

U

T

I

O

N

P

O

I

N

T

S

Liquidity Long Term

Liquidity Short Term

Individual Group

Individual Group

Business (public)

Personal (private)

Individual Group

Key EE’s

Disability

Life

Long Term Care

Investments

Retirement

Financial Planning

Estate Planning

Healthcare