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Peak Earning Years

Financial Planning for Your Peak Earning Years

Because the Future Seems Faster with Each Passing Year

They say "Forty is the old age of youth; Fifty the youth of old age." But whatever your age, your peak earning years are here and just because you've started thinking about retirement, we know you still have a lot of living to do today. Do you see yourself buying a new home, sending the kids to college, or maybe starting a business? These are a few of the financial goals that may be important to you, and each comes with a price tag.

That's where financial planning comes in — helping you achieve today's successes without sacrificing tomorrow's plans. Financial planning is a process that can help you target your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources.

The Financial Planning Process

Creating and implementing a holistic financial plan generally involves working with financial professionals to:

  • Engage in an in-depth discussion about what your financial goals really are, then talking about how to work towards achieving them
  • Explore your current situation by gathering information in order to develop a clear investment strategy
  • Design a strategy based on your appetite for investment risk and the length of time you have to invest
  • Implement the strategy by making investment changes that are consistent with your plan
  • Manage your strategy on an on-going basis to consider how lifestyle or other changes may affect your strategy

Still wondering why you should work with an Adviser? 

Download the Complimentary Guide Now!

Why Is Advice Important?

With all of the calculators, online robo-advisors, and investment platforms out there, you might wonder what the value of advice really is. Well, a recent study of more than 14,000 people conducted by Voya Retirement Research Institute showed that people who spend time with an adviser save, on average, two to three times more than those who do not. They also had more money for discretionary spending! The proof really is in the numbers.

See the Numbers for Yourself

Preparation for Tomorrow Can Start Today. 

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