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Guiding the Next Generation Through Life's Milestones

As you know, young adults in their 20's, 30's, and 40's have their own set of financial concerns and priorities.  That is why we have promoted Nick Sorden, a trusted member of our team, to work with the "next generation," the adult children, grandchildren, and other relatives of our clients.

Nick helps guide the next generation through life's milestones. Milestones such as budgeting with recent college grads, developing financial plans for newly married couples, providing the fundamentals of saving and investing, or discussing retirement investment options.

We think the added time and dedication will enhance the experience for your family members and allow for some more nuanced advice on saving, planning, and investing.  At the very least, we can become more acquainted should a need arise in the future.

If you would like to discuss ways we can help your children and grandchildren plan for the future, give us a call, we would love to catch up.

Let us Help Guide You