Five Financial Concerns of Your Affluent Clients

Members of U.S. households with more than $250,000 in investable assets ranked the following as the issues most likely to affect their savings and investments:

1. Health care costs.
2. Increases in energy prices.
3. Protecting current wealth.
4. Minimizing taxes.
5. State of the U.S. economy.

Source: Phoenix Marketing International, Affluent Marketing Service, www.phoenixmi.com .