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The Lifecycle Approach to Wealth Management:
5 Stages to Understand

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.

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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