Understanding the three main financial phases in your life is key to maximizing your finances. As our financial advisor Sean explains to Erin, each stage has different goals, risks, and opportunities.
The three phases are:
1. Accumulation Phase
2. Preservation Phase
3. Distribution Phase
If you’d like to learn more about these phases and how to maximize your wealth and minimize risk at each stage, please give Sean a call at 603-715-2335 or click HERE to schedule time directly on Sean’s calendar.