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Emerging Wealth

Clients in the “accumulation phase” of life, working with less than $500,000 of investable assets, are served by our Emerging Wealth offering.  Our “Better Plans for Better Outcomes” motto puts you on track early to meet the goals and desires you seek to accomplish with your money in both the near- and long-run.

As a young to mid-career professional, life can suddenly get a lot more complicated.  Balancing a career and young family, paying off student debt, saving for children’s college education, and working to afford a home to fit everyone - all while trying to figure out who will put your interests ahead of their own – is a lot to handle.  

We work to simplify and keep choices about your best interest.  So often, we see competitors discussing a product as a solution. Financial planning is not about a product (insurance, investment or otherwise), it is about how to get your household ahead with intelligent, straightforward, cost-efficient planning. 

Our Emerging Wealth service includes financial planning, investment management as needed, and investment advice on other accounts like 401(k) and 529 college savings accounts.

Topics You May Be Thinking About:

-    Budgeting and Cash Flow Planning
-    Student loan repayment strategies
-    Investment advice on all investment accounts
-    Advice on major expenses
-    Education planning and funding
-    Estate planning goals
-    Retirement savings & strategies
-    Common-sense insurance recommendations (life, disability, property & casualty, etc.)

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