Financial guidance from any point in life

Life Is Crazy But We Really Should Get Started

Life Is Crazy But We Really Should Get Started

The problem most families – and the leaders of those families – have with financial planning is not a lack of desire to do it, but simply the time necessary to do it. That’s where our advisors can help. They are ready, willing and able to put in the time it takes to help put – and keep – your financial house in order so you don’t have to. No matter what stage of life your family is in, our professionals are ready with a steady hand and a voice of reason to help you effectively plan for your tomorrows.

New families

It’s a busy time with so much of life still ahead.

What’s your focus? Probably not retirement at this point. You’ve got a career to build and a “family taxi service” to run in a life filled with early meetings at the office and kids sports practices in the afternoon. However, it’s never too early – and certainly not too late – to start putting away some money for the future our advisors can help you start to define now. It may include saving for children’s educations. And, believe it or not, you will, more than likely, retire someday. Whether you know what retirement for you looks like or not, putting money away now will make a big difference in what it will one day be.

We can help you with:

  • Investment guidance
  • Retirement planning
  • Insurance reviews
  • Flexible financial spending and saving plan design
  • Employer retirement plan investment guidance
  • College planning
  • Deferred compensation issues
  • Defining your short- and long-term goals

Above and beyond at Bacon Financial Advisors

Along with the opportunity for a bright future, young families also face risks that could possibly derail that opportunity. Our team is able to provide guidance in mitigating those risks, including the use of various insurance products to help cover things like potential income loss in order to keep the family running during the important child-rearing years, and beyond. Our advisors also help families navigate the ins and outs of education planning. This helps eliminate the guesswork so families can select a financial option that works best for them.

The mid-career years

As a mature adult, you have defined both your lifestyle and career.

You also start to realize you’re physically not 25 anymore, especially as job responsibilities – and the resulting stress – are mounting. This stage in life is the perfect time to firm up your finances to help avoid the “can-we-afford-this” decisions later in life.

Our advisors are here to help you with comprehensive financial planning and guidance for the next important phases in your life, which include but are not limited to:

  • Defining or redefining your goals
  • Evaluating your current financial status
  • Reviewing your changing tax status
  • Managing stock options
  • Deferred compensation decisions
  • Assessing your retirement savings level

Above and beyond at Bacon Financial Advisors

Staying focused at this point in your life is of utmost importance. You are setting an important trajectory that you will follow into retirement. Is the trajectory high enough to get you there, or do you feel like you may fall short? Our advisors enjoy talking with clients about these feelings and coaching them toward success. Sometimes it’s just a matter of reviewing their personal plan and financial milestones to remind them of their life goals, “point B,” and illuminating the path back to “point A,” where they are today. This process can help give you a clearer perspective of your ability to experience your retirement vision and where adjustments in your life may need to be made.

Taking time to make well-thought-out financial decisions today can help prevent counter-productive decisions later.

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Bacon Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© Raymond James Financial Services, Inc., member FINRA/SIPC. | Privacy Policy