OCTOBER 2008
   
 
Contingent Wealth

by Rich Schlueter

When planning your financial future it is not at all uncommon to spend considerable amounts of time, money and effort plotting a course. Specifically this often manifests itself in various analyses including cash flow projections, asset allocation, diversification, goal funding, etc. The objective in all of this of course is to customize an approach taking into account you personal circumstances that will allow you to build the wealth necessary to fund your particular goals and dreams.

What can too often be overlooked is the protection aspect of planning for your future. When this is the case I tend to refer to the afore mentioned process as building contingent wealth. Cash flow projections, asset allocation, etc are all vital considerations when it comes to building wealth, but have contingencies been considered in your plan? In other words, has the death of a wage earner been considered? And what about a long-term care event?

While it is impossible to prevent many life changing events, it is possible to insure that should such an event occur that the financial impact on the financial dreams of you and your family are minimized or eliminated.

Wealth Enhancement Group prides itself on providing comprehensive protection services to assist you in turning contingent wealth into predictable wealth.

If you would like to talk with someone about any of the following services please contact Rich Schlueter at 763-417-1672.  

  • Life Insurance
  • Long-Term Care Protection
  • Disability Protection
  • Health Insurance
  • Property and Casualty Protection
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Wealth Enhancement Group
505 North Highway 169, Suite 900, Plymouth, MN 55441
800-492-1222 | www.wealthenhancement.com
Securities offered through LPL Financial. Member FINRA/SIPC. Advisory services are offered through Wealth Enhancement Advisory Services, a Registered Investment Advisor. Other services provided are not affiliated with LPL Financial.
 
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