Faculty and Staff in their 30’s and 40’s
Many clients come to us in their 30’s and 40’s, when they have reached a point of greater responsibility in their careers. They have been participating in UK's retirement benefits program and their nest eggs have reached a size where they want a little expertise to help manage it well, and they want to protect their time with their families as much as possible. While retirement planning may not be top of mind, they do want to make sure they are setting themselves up for financial freedom by making the best possible financial planning decisions with their money. Time is hard to come by, so working with us as their financial and investment planners needs to be easy, efficient, and flexible.
Check out the videos below to learn more about the types of services we offer and ways we can help: