You’re incredibly busy. Between work, family obligations, and social functions, it’s tough to balance your checkbook and your savings account. We can help you develop a solid plan that covers all the bases.
Are you looking for ways to diversify and make your earned money generate more income? Have you or a loved one been unfortunate with poor health? Are you juggling college payments and retirement savings?
Many of our clients at your age are concerned about:
Your Focus Areas on The ROI Group Financial Pyramid
Using your hard-earned money for savings but also seen and unforeseen expenses related to health, family, and other life factors.
It’s never fun to think about awful “what if something bad happens” scenarios, but the consequences to your loved ones if you don’t have protection can be even more dire.
Your college debt may be paid back, but how can you best save and navigate the vehicles available to you to minimize your children’s’ debt?
Understanding what vehicles are available to you and balancing risk so you feel comfortable.
Probably a ways away, but committing to (and augmenting, if need) a plan now prevents headaches down the road.
If you have a parent or parents who are struggling with Medicare benefits, or are looking to enroll, our Licensed Medicare Specialist can help immediately.
Like with most advanced financial concepts, not many people are familiar with financial risk tolerance. But it’s critical that everyone who wants to invest money understand how risky they are by nature – especially when it comes to finances.
When we first meet with individuals and families about their finances, we typically sense apprehension and nervousness. Many times people have met with financial planners who have sounded like used car salesmen trying to recommend insurance policies right away. In some cases, people are looking to replace financial advisors who just haven’t performed well or who […]