Asset Accumulation


This stage is during your prime earning years. Your income and expenses may be increasing. You may have a growing family with different financial needs. We can help you understand how to manage your finances so you can meet your obligations.

We will discuss your goals and concerns to help you understand:

  • Your spending habits
  • How to set up college funds
  • An investment strategy
  • Your changing insurance needs
  • Setting up and growing retirement plans

Key Life Events

  • Entering the workforce
  • Marriage and family
  • Starting a home
  • Job changes

Key Financial Obligations

  • College planning for children
  • Household expenses
  • Retirement rollover
  • Disability insurance
  • Purchasing a second home
  • Retirement contributions
  • Tax planning