621 17th Street
If you were born before 1946 you have seen the most change in a lifetime. You may be on a fixed income or have plenty of wealth left over. Do you have your legacy planned? Is your fixed income satisfactory to live your desired lifestyle?
If you were born between 1946-1965 then you are either already retired or planning for retirement. Are you realizing your dreams? Do you have a plan for a successful retirement which you can’t outlive?
You were born from 1966 – 1976 and you are considered one of the most independent generations. You are still working hard to build financial health. Your retirement is only 10 to 20 years away. Are you saving enough to retire? It's time to get your financial plan in order.
Robo Advisor anyone? Born between 1977 and 1994, we know you have been trained to do it yourself with just a few swipes and clicks. Let us help you make sure you are only swipes and clicks away from realizing your financial dreams. You will inherit more wealth than any other generation before you. Will you be emotionally and financially ready when this inheritance becomes reality? Do you know your investment personality? What is your appropriate allocation plan? IPS (Investment Personality Statement)
You were born after 1995 and are in the exploring and learning life cycles. Educating yourself and making mindful decisions is the most important step in planning your financial future. It’s time to meet with a financial professional to learn what your first steps will be when you are ready to start saving.