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