A Protection First Philosophy
Life is unpredictable. You need a strategy that builds and protects, no matter what happens.
Is risk at the center of your current wealth building strategy? If something happens to you, will your loved ones prosper - not just survive, but really prosper? Your financial future and the well-being of those you love cannot be based on a simple needs assessment. If someone had asked you ten years ago what you would need in order to live well today, would you have gotten that one right?