Life Cycle Planning

There are certain commonalities in a typical financial life cycle such as:

 The need to protect your family against risk

  • Accumulate wealth
  • Distribute wealth
  • Provide for an orderly transition of your assets

To assist you in your quest for wealth, we have developed five starting points we call ‘Stages of Life Planning’ which represent the beginning of your journey. Depending on your particular stage in life, you can see where you need to go and how a NCB Capital Markets’ Wealth Advisor can assist you.

Stages of Life Planning

  • Just Starting Life - Age of Majority

  • The Responsible Years - Age of Maturity

  • All Grown Up - Age of Responsibility 

  • Approaching Retirement - Age of Reflection 

  • The Retirement Stage