Mid-Career Professionals
- 24-7 Access to Portfolio Summary & Financial Plan
- Customized Cash Management Strategy
- Online Financial Organizer
- Effectively Balance Retirement & College Savings
- Accommodate Early Morning/After Work Meetings
Your day starts with an early wake-up call to exercise before getting the kids off to school, grabbing a quick cup of coffee, and fighting traffic to get to work or to volunteer.
The time challenges of family life coupled with an increasingly successful career make it easy to lose track of personal finances. Assessing college savings options, regularly rebalancing your asset allocation, preparing now to qualify for financial aid later, or reviewing your tax return for unclaimed opportunities are not activities that find their way into the regular routine. Your primary financial objective is to make sure that there is enough money in the checking account to cover this week’s bills.
Most financial planners are not set up to help mid-career families who may not yet have a million dollar portfolio in spite of the reality that there is no stage of life with more important financial planning decisions.
We personally understand from experience the challenges and needs of balancing career and family.
Whatever the needs, we prioritize, coordinate, and simplify so that you can feel better about your financial present and future.
Early Retirees
- Exploit Tax Planning Opportunities
- Goals Based Retirement Plan
- Total Return, Personalized Investment Portfolio
- Optimized Cash Flow Sourcing
- Annual Roth Conversion Evaluations
You have diligently saved and lived below your means with the ultimate goal of achieving financial independence to retire early.
You accumulated accounts here and there: among them, an old 401k from two jobs ago, an IRA that you opened in college, a brokerage account that you fund when you can. Your diligence and aggressive saving has paid off such that you can now consider the real possibility of retiring before your peers or at least slowing down and doing something that carries less stress and anxiety. But you are a saver and the thought of withdrawing from your savings rather than adding to them gives you heartburn.