The young professionals we serve have reached a point in their lives where they have achieved a certain degree of career success and are seeing their families grow. They are comfortable with their day-to-day finances, but they have begun to think about their future and aren’t sure where to start. They have managed to save a bit of money, but wonder what they should do with it. They aren’t terribly interested in the markets – they just want to know they will someday have enough money to retire, and to live life to the fullest in the meantime.
They know that while there is certainly no shortage of information available, there is simply no substitute for having the personal guidance of a caring and trusted financial team.
We help our young professionals identify and clarify their goals, then map out a plan for the milestones ahead – buying a home, paying for children’s college and, of course, saving for retirement. We stress the importance of establishing good financial habits and implementing the right strategies from the beginning – controlling debt, prioritizing needs, building an emergency fund, having the proper insurance protection and contributing to a company retirement plan.
As you accumulate assets, we look at issues such as mitigating taxes, preserving wealth and giving to charity. We collaborate with our clients’ accounting and legal professionals to help ensure that all key components of a comprehensive wealth management plan are addressed.