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Savers / Accumulators

Young Professionals – You’re busy. You’re building a career and continuing your education, all while trying to maintain an active social life. You may have debt. Perhaps you have considered starting a family or maybe you have young children already. It seems like just yesterday you were in school, but now people are telling you to start putting money away for retirement. You recognize that the rewards of long term investing but you don’t know where to start. What are the risks and which ones matter to you? How much does a person need to save for the future? Is it more important to pay down debt or save for retirement? What role should socially responsible expenses play in you budget. “Budget”? What’s that?

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Business Owners – There aren’t enough hours in the day. As business owners ourselves, we get it. And your financial resources are limited, so when you spend money you want to make sure you’re getting the best value possible. Years ago, you put 401k plan in place and it’s been “good enough”. Is it still? Are you sure? What does it cost? Do you have the best investment lineup possible? How is the service and when was the last time you saw your advisor? Do you understand your financial liability as a plan sponsor. Would a free, no obligation review be worth your while?

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Emerging Wealthy – You are off to a great start. You landed your dream job and you’re doing well. Your high income has allowed you to begin living the life you had always hoped for. However, your current expenses and debt load make it difficult to put extra money away. You contribute to your 401(k) plan and even make an occasional contribution to your Roth IRA, but you can’t exactly say you have a solid financial  . Wouldn’t it be nice to sit down with a team of experts who could monitor your retirement accounts and create an individualized financial plan for you? Build your financial future on a solid foundation.

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