In Your 40s

Life is full of priorities to balance.

You have earned a lot of life experience and yet there is so much more ahead of you. It is important to feel confident in your decisions. Now is an excellent time to make sure that you are on the right track. We can provide you with the perspective and guidance to assist you with your journey.

Questions we can help you answer:

  • How can I know if I am on “track”?
  • What are my options to save for retirement?
  • Have I made the right investment selections in my 401k?
  • Do I have adequate life and disability insurance to protect my family?
  • How do I best save and pay for my children’s education?
  • What can I be doing to teach my children healthy money habits?
  • Are my accounts properly invested to balance risk and return?
  • How do I invest in ways that are consistent with my values and appropriate for my goals?

If we can help in any way, please email: