We understand that for many people in their 20s, it’s tough to think past what’s happening this weekend, let alone what will be happening in 30 years. We can help you take small steps to get ahead of the game.
Are you a college graduate or young skilled professional trying to pay off debt and develop a budget? Or a newly engaged or married couple buying your first car or house?
Many of our clients at your age are concerned about:
Your Focus Area on The ROI Group Financial Pyramid
Your first stepping stone: Getting 3-6 months of living expenses into an emergency fund, just in case.
Small steps towards replacing your income to help your loved ones avoid financial pressure if something happens to you.
Strategies for you to pay back student loans efficiently and/or begin navigating college savings for you or your children.
A way for you to earn interest and money to set aside for emergency funds and personal savings.
Small, minimally noticed amounts of money off the top of your income could make a major difference down the road.
If your parents are approaching the age of 65 or above, we can help them navigate Medicare and ensure that their health care needs are met.
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 […]