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There are five investment “platforms” or main groups or categories, and each one has its own

1.- Return on Investment

2.- Administrative expenses

3.- Risk levels

4.- An strategy

To be prosperous you must manage the five platforms in your financial plan. You need them all, in the right balance and tailored to your life style and purpose.

You must also have an “housekeeping” system for your financial plan that includes

1.- A budget

2.- An optimization of your taxes

3.- A good rating on your credit risk report

4.- Having active lines of credits

5.- An asset protection strategy

6.- A way to transfer your legacy for future generations with ease and efficiency.