Level 3 - Security – Chris Boyd and Jeff Perry continue their previous discussion about
the 5 Levels of Wealth by moving up the wealth pyramid to level 3 of Security (see
related article linked below). At Level 3, Security is about seeing the fruits of your
disciplined financial strategy and how financial decisions should become more
second nature. Jeff and Chris go deep into the details of how much one should
have for an emergency fund and the advantages of creating a comprehensive
financial plan to focus on retirement planning and other significant financial
planning goals.
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
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