Step 3: Expanding Your Circle of Wealth

Once you have both protected and preserved your circle of wealth you are now in a position to start expanding your circle of wealth. Expansion of your circle of wealth involves:

1. Coordination

  • Overall Planning & Expansion Strategies

2. Mastering Your Money

  • Liquidity
  • Use
  • Control

3. Long Term Growth

  • Money Market
  • Savings Bonds
  • Life Insurance Cash Values
  • Tax Deferred Annuities
  • Registered Plans
  • Corproate Bonds
  • Stocks
  • Mutual Funds
  • Real Estate
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