Level 3 - Security

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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