Young Professionals and Business Owners

Being one myself (at least I am today), I can relate to the needs of this segment. They may have children, so college funding is covered. They may have aging parents and we cover that as well. But in large part, this segment’s needs vary by age and financial situation. Therefore, we take a comprehensive approach to the financial plan, uncovering every stone for the client. The first step to working with this segment is a completed cash flow and net worth statement.