Financial Planning and your investments are too important for you to handle alone. My clients realize it is vital to have a partner that can help them with any aspect of their financial lives.
Those Just Starting Out
Your 20s and 30s can be a very stressful time. You have all of these new life challenges and experiences that are being thrown at you for the first time:
- Getting your first job/ Buying your first home
- Paying off student loans
- Starting to save for the future
There is nothing out there that explains how YOU should do it or explains the pros/cons to each decision YOU could make. Working together WE will set a great foundation for YOUR future!
Those Gearing Up For What’s Next
When you are preparing for the next stage in your life (retirement, second career, etc.) there will be a lot of decisions you will have to make that can dramatically affect your income later on:
- Diversifying taxes with your investment accounts
- Maximizing your social security benefits
- Preparing for health care costs
Going from having a consistent check each pay period to creating YOUR own income stream can be a challenging transition. WE will work together to make sure that YOU are not only prepared but that YOU’RE set up to thrive!
Those Operating Their Own Business
When you are running your own business there will be a lot of choices you will have to make that can determine how successful you will be:
- Operating as an LLC or an S-Corporation
- Setting up employer benefits/retirement plan
- Selling the Business
As a business owner, YOU have the power to set up the financials as YOU wish but do YOU have the time to do that and run the business? WE are here to help YOU implement a plan that will benefit both YOU as the business owner and the professionals YOU employ.