Understanding the three main financial phases in your life is key to maximizing your finances. As Peter with Richon Planning explains to Erin Kennedy, each stage has different goals, risks, and opportunities. The three phases are: 1. Accumulation Phase 2. Preservation Phase 3. Distribution Phase If you’d like to learn more about these phases and how to maximize your wealth and minimize risk at each stage, please give Peter a call at (919) 300-5886 or make an appointment at www.RichonPlanning.com
