Why do you need the holistic plan?
The ultra-high net worth investors have had the benefit of coordinated financial planning for years; however, the middle class and middle-class millionaires who need holistic planning the most, unfortunately, have not benefited from this same level of service as much. Being some of the most vulnerable to economic and legislative changes, the stakes are considerably higher for this group of investors. The risk of running out of money due to poor planning, particularly in retirement, longevity risk and market variability are three of the biggest you might face in retirement. The NextPhase process and our holistic planning approach can help.
