GOLDEN AGE

Over 50, nearing retirement or in retirement.

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Most common questions:

• Am I on track to retire comfortably?

• Will my money last me through retirement?

• Should I take Social Security early?

• Will my family be secure if something happens to me?

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FULL HOUSE

All families look different.

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​Most common questions:

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• How do I balance my family spending while we save for our future?

• Are we on track to achieve our family goals? 

• What happens to my family if our income is negatively affected?

MOM BOSS

You may or may not work outside the home.

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Most common questions:

• How do I maximize our family income?

• How can I start teaching my children about finances early?

• How much should I save for my children's college and when should I start?

NEWLY ADULTING / FRESH OUT OF COLLEGE

Are you just starting your new role as an adult?

Everyone starts somewhere.

Most common questions are:

• I want to learn how to invest and plan for the future, what are the steps I could take today to get there?

• I don't make a lot of money, can I still plan for the future?

• How do I manage my debt?

IN UNIFORM

Those who serve.

Military, Police, Firefighter..ect. 

Married or not.

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Most common questions:

• How does my retirement pension affect my retirement?

• How do I maximize my TSP/401k?

• What happens if I change my career?

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PROFESSIONAL/ENTREPRENEUR

Are you building and/or growing your life and/or business? Married or not.

Most common questions are:

• How do I maximize my income?

• What are my options if I am laid off?

• Where is the best place to invest?

• What type of IRA is right for me? 

• How much do I contribute to reach my retirement goals?

DIVORCED

Preparing for divorce, currently going through divorce, recently divorced.

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Most common questions:

• How do I fairly split our assets? What should I ask for?

• How will this divorce affect my retirement?

• How will this divorce afect the financial goals I have for my children?