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Wealth Accumulators


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. 




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3140 Windsor Ct.,
Elkhart, Indiana 46514
(574) 333-2083
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  • Home
  • Services
    • Individuals & Families >
      • Wealth Accumulators
      • Soon to be Retired
      • Retirees
    • Businesses
    • Tax Planning & Preparation
  • About Us
    • Your Team
    • The Guidance Wealth Difference
    • Choose Guidance Wealth
    • Guidance Wealth in the Community
    • Watch the Guidance Wealth Commercials
  • Newsletters
  • Access Your Account
  • Contact Us
    • Careers