Decorative Tilda

Helping young professionals build for the future

The young professionals we serve have reached a point in their lives where they have achieved a certain degree of career success and are seeing their families grow. They are comfortable with their day-to-day finances, but they have begun to think about their future and aren’t sure where to start. They have managed to save a bit of money, but wonder what they should do with it. They aren’t terribly interested in the markets – they just want to know they will someday have enough money to retire, and some left over to leave a legacy for their children.

They know that while there is certainly no shortage of financial information on the Internet, there is simply no substitute for having the personal guidance of an experienced and trusted financial team.

We help them identify and clarify their goals and map out a long-term plan for the milestones ahead – such as buying a home, paying for their children’s college educations, and of course, saving for retirement. We stress the importance of establishing good financial habits and implementing the right strategies from the beginning – controlling debt, prioritizing needs, building an emergency fund, having the proper insurance protection and contributing to a company retirement plan.

As they accumulate assets, we look at issues such as mitigating taxes, preserving wealth and giving to charity. We collaborate with their accounting and legal professionals to help ensure that all key components of a comprehensive wealth management plan are addressed.

Meet Lizz and Jared: The newlyweds

Recently married, Lizz is the sole proprietor of a small business and Jared is an aircraft mechanic. Having lived separate financial lives prior to marriage, Lizz and Jared wanted guidance on how to merge finances and create joint long-term financial goals. Like many young couples, they wanted to protect their new spouse and create a future of financial stability.

We can assist with:

  • Creating an LLC and business investments
  • Implementing business retirement program
  • Reviewing current employer benefits
  • IRA rollovers
  • Reviewing budgets and creating emergency funds
  • Pros and cons of merging individual accounts to joint accounts
  • Current beneficiaries and asset titling
  • Debt repayment review
  • Setting of long-term financial goals
3773 Corporate Parkway, Suite 180    |    Center Valley, PA 18034    |    Phone: 610.709.9715    |    TF 866.729.8768    |    F 610.709.9725    |    Map and Directions
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