The clients we work with value having a personal financial advisor that is knowledgeable, professional, accountable and available to provide advice that is customized to each persons unique financial situation. As we transition through these phases of life, our goals and priorities will change.
Our client base includes:
Millennials : These hard working clients ranger from 18-40. They are balancing work, have busy social lives and are leveraging technology to simplify life. Goals: Saving for a first home, lowering taxes, paying off student debt and saving for retirement.
Families: Work, home ownership and young children can all add to the complexity of life and put a premium on your time. As your family grows, your financial priorities may shift a bit in this phase of your life. Goals: need for additional life insurance, saving for college and retirement at the same time.
Business Owners: Being self employed can add additional challenges to ones financial situation and may change your financial priorities. Goals: cash flow or capital to facilitate growth, business insurance, small business retirement plans.
Retirees: Transitioning from a life of work into retirement presents a new set of financial challenges that face the baby boomers. Living an active lifestyle that includes travel, friends, part time work and grandchildren can make you busier than ever. Goals: generating income to replace employment wages, when to take social security, long term care insurance and leaving a legacy.
