When you’re a Gen X-er, you’re typically focused on others in your family—like getting your kids through college and taking care of aging parents. Are you taking care of yourself?
Gen X is sometimes known as “the sandwich generation” because you’re squeezed between raising kids and taking care of parents—often while working full-time. You’re the one providing stability to everyone else, but you need to make sure you are in the right position to continue to do that. Working with us allows Gen X-ers to get real-life, practical financial advice from a firm that understands you. And we are a fiduciary, which means we are legally obligated to put your best financial interests ahead of any other consideration.
TAKING CARE OF YOU FIRST…
Our focus will be on you and your spouse, making sure you have a plan in place and reviewing it regularly. Don’t worry, we won’t forget about your kids and your parents or leave them out of your plan. Every family has unique goals, and we will start there. Through the years, your priorities will change, and we’ll work with you every step of the way. We’ll also help you put an estate plan in place, working closely with your attorney (or we can recommend one for you).
YOUR FINANCIAL PLAN
Whether you need to make sure you have adequate protection in place for your spouse in case of disability or untimely death, need to pay for college tuition and expenses, want to make sure you or your parents have long-term care insurance, want to make sure you are saving adequately for retirement or any other financial goal, we encourage Gen X-ers to sit down with us for a no-obligation consultation.