The financial planning concerns of a wealth accumulator (likely between the ages of 18 and 50) are likely to be different from that of someone who is retired or who will soon retire.
A wealth accumulator is likely to have education costs, in the form of your own student loans or saving for your children’s education. You are likely to have a longer time horizon for which to be able to take a higher level of risk with their investments. And you are likely to be facing questions with regards to budgeting, insurance (health, life, disability) purchasing a home or other large expenditures, debt pay down, and contributing to and investing in retirement accounts to name a few.
Contact us today to discuss how we can help you achieve your financial goals.