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Five Financial Concerns of Your Affluent Clients

Please note: This item is from our archives and was published in 2007. It is provided for historical reference. The content may be out of date and links may no longer function.

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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 .

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