A successful strategy must have the right mix of both
Defense or better yet, BACKSTAGE
- P & C / Umbrella
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Wills/Trusts
Offense or better yet, ONSTAGE
- Savings Account
- No Non-Deductible Debt
- Tax Advantaged Savings
- Taxable Savings
- Business/Home Ownership
