People say, “time flies” and it’s true! Clients in their 60s often tell us they would have done things differently if they’d known what they know now. So if you are a busy young professional — working hard, raising a family, growing a business or career — we can help. We understand the tendency to put financial planning on the back burner. But if you want a bright future that’s ready when you get there, take time now to get started on the right path.
We can help you:
- Develop a personal financial plan for your future
- Launch your personal investment strategy
- Create a debt-reduction plan
- Prepare your taxes to save you time
- Ensure your family is protected from uncertainty
We empower you to build your best future with financial guidance that fits into your busy life.
In their mid-30s, Luke and Carrie came to W&H after selling a property that they had invested in right out of college. Now they had two young kids, two careers, a mortgage, and dreams of building their own home someday. We were able to create a plan that incorporated all their goals: the dream home, retirement, and college for the kids. Along with a plan for their debt, we organized their investment accounts and made sure they had proper life insurance in case of tragedy.
Kris and Morgan brought in a varied collection of items: a significant bonus from the medical practice where Kris worked, Morgan’s dreams of educating the kids at their alma mater, plans to travel the world once the kids are on their own paths. They also had some stocks gifted from family, and a few stale retirement accounts from their first jobs. Their W&H advisor helped them refine their goals and consolidate all their accounts. They can now make the most of their remaining working years, confident that they’ll be able to cover tuition when the time comes.
The company where Ariel worked had grown rapidly and decided to offer stock options and a 401k retirement plan for their employees. Not sure how to make the most of their options, Ariel and Erik were looking for help: this could be a one-in-a-lifetime opportunity. They wanted advice on taxes, life insurance, and investments for their family. Our team was able to build their tax planning, estate planning, and investment strategy with flexible options for whatever their future holds.