The Lifecycle Approach To Wealth Management: 5 Stages To UnderstandThe Lifecycle Approach To Wealth Management: 5 Stages To Understand

Sponsored by The American College of Financial Services

The lifecycle approach to wealth management places all of a client’s financial activity into distinct time periods, or stages, with retirement serving as the final phase.

By using the lifecycle approach in conjunction with a goal-based approach to wealth and investment management, advisors are in a position to provide the most value to clients.

Download the guide “The Lifecycle Approach to Wealth Management: 5 Stages to Understand,” for details on the five distinct stages of a client’s financial lifecycle, and how to approach each stage using a goal-based methodology.

Download the guide here.