YOUNG PROFESSIONALS

Young professionals often have a unique financial situation that doesn’t quite fit the “traditional” financial advisor model. Some are paying off student debt. Some have variable income from working multiple freelance jobs. Others are working in the corporate world and building up their emergency funds. Everyone is unique, but one thing young professionals have in common is a vision of the future they aspire to achieve.

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WORKING FAMILIES

Working families are the Hercules of the American society, often balancing children, aging parents, work, life, and future goals. Days are spent shuttling children from activity to activity, commuting to and from work, planning family vacations, saving for retirement, and budgeting for the present. The days sometimes feel never-ending and the to-do lists pile up. But they find purpose in the hectic times: to create a better life for themselves and those they cherish most.

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Retirement years

The Golden Years are hopeful times. Most of the stress of children and growing careers has subsided and life seems to have a standard enjoyable routine filled with work, rest, hobbies, and visits from grandchildren. However, other issues arise: the estate, healthcare, taxes, and income stream start to become looming “unknowns.” Since life has taught them to persevere, they are confident that all their hard work will harvest harmony for their future.