Broker Check

Young Professionals Seeking Investment Strategies

We recently helped a young couple in their mid-thirties who had one child. Their income was just over$150,000 per year, and although they were great savers, they were at a loss when it came to how they should invest. They wanted to prepare for their young child’s future. They wanted to explore the best way to save for a college education, as well as the impact of a private education for high school. They were concerned about having the proper insurance in the event of their death or disability, and they wanted to know when they would be financially independent.

We were able to develop a comprehensive financial plan including a future income analysis, life and disability analysis, college planning projections, and a tax-free savings strategy. Now they feel more confident having a savings plan in place for both the short term and the long term, including the possibility of work becoming optional in the future. They are on track to fund an education for their child, and they have a financial partner to help keep them on track!

Case study results are for illustrative purposes only and should not be deemed a representation of past or future results. This example does not represent any specific product, nor does it reflect sales charges or other expenses that may be required for some investments. No representation is made as to the accurateness of the analysis.