Mar 29, 2024
Level 2 - Strategy – Chris Boyd and Jeff Perry continue their
previous discussion about
the 5 Levels of Wealth by moving up the wealth pyramid to the level
of strategy (see
related article linked below). At Level 2 you are no longer just
surviving, you are
beginning to make your money work for you. Chris and Jeff outline a
successful
method of goal setting and dig into some common financial goals of
saving for a
home purchase, saving for retirement, and planning for higher
education costs of
children. Chris provides his thoughts for reducing risk as you get
closer to a
financial goal.
https://www.gobankingrates.com/money/financial-planning/the-5-levels-of-wealth-and-
how-to-get-there/
For more information or to reach Chris Boyd or Jeff Perry, click
the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr