Mid-Career Professionals


 As you enter the apex of your career, your income may be at an all-time high, but your financial complexity may also be on the rise as you plan for milestones such as funding your children’s college years and, eventually, your retirement. You seek a coordinated approach to financial planning, tax planning and investment management to ensure you’re optimizing cash flow now while saving enough for the future.

We will work with you to:

  • Determine whether you’re saving enough for retirement based on your goals

  • Analyze your retirement savings accounts, such as your company’s 401(k) plan, to determine the appropriate asset allocation for your needs

  • Review your tax planning, such as determining whether you’re withholding enough from your paycheck or if you should contribute more to tax-advantaged savings accounts

  • Analyze your cash flow and debt to determine any beneficial adjustments, such as prioritizing certain debt payments or savings vehicles

  • Plan for your children’s college expenses, including looking at different savings plans available to you and the tax benefits of these accounts

  • Provide independent insurance analysis to help ensure you are protecting you and your family’s future