Build a Foundation
For early investors who need help getting started
– Start a savings plan
– Use credit wisely
– Protect your identity
– Learn about investment strategies
Balance Responsibilities
For investors who need guidance on prioritizing competing goals
– Buy a home
– Save for retirement
– Consider life insurance
– Contribute to a college fund
– Build an emergency fund
Transition to Spending
For investors who are ready to reap the benefits of what they’ve built while protecting their future
– Buy a vacation home
– Retire early
– Start a new career
– Travel
– Care for aging parents
Protect and Transfer Wealth
For investors who are thinking about the next generation
– Maintain your lifestyle
– Gift to family members
– Support the causes you care about
– Transfer wealth in a tax-efficient way
– Reduce financial burden on next generations
