Tech Employee
You’ve landed a good job, found your life partner, and started a
family. You just bought a home with a yard for your kids and dogs. You're busy…very busy trying to balance it all.
You want to make sure you manage risk for what you've built while
planning for what’s to come.
Frequent Concerns
◾ Student Loan Repayment
◾ Making Family Memories
◾ Education Funding
◾ Home Buying
*This is a sample client situation and not an actual client. For illustrative purposes only.
Public Sector Employee
You have a rewarding job yet it can be emotionally and physically
draining. One by one your coworkers are retiring and you aren’t sure
when you'll be able to. We understand your concerns and can help.
Frequent Concerns
◾ Navigating your benefit options
◾ Understanding your investment choices inside your 403(b), 457(b), 401(a), 401(k)
◾ Prioritizing Self Care
◾ Striving to maximize pension benefits
*This is a sample client situation and not an actual client. For illustrative purposes only.
Business Owner
You've built a successful business. Juggling customer requests, managing employee needs and all your business day to day needs takes up most of your time. You’ve worked hard- put your
blood and sweat into the business. As you work to build and grow, its important to preserve the progress you've made. A financial plan can keep you moving forward with confidence.
Frequent Concerns
◾ Managing Cash Flow
◾ Choosing A Retirement Plan
◾ Balancing Your Personal and Business Life
◾ Planning For An Exit
*This is a sample client situation and not an actual client. For illustrative purposes only.
Inheritance
You've recently received an inheritance and want to make the
appropriate choices from this unexpected situation. You're not sure how this will impact your other parts of your financial life. You have several decisions to make quickly all while you’re mourning your loved one. Financial Planning can help you understand the impacts from the decisions you make today and show you a clear path to follow.
Frequent Concerns
◾ Do I keep or sell my inherited investment and/or real estate?
◾ Should I pay off debts with this money?
◾ Honoring Your Loved One
◾ Estate Planning
*This is a sample client situation and not an actual client. For illustrative purposes only.