Young Professionals
FINANCIAL PLANNING FUNDAMENTALS
Young Accumulators are typically between the ages of 25 and 35, beginning to establish themselves in their careers, and have a desire to set a solid financial foundation. Young Accumulators may be seeking assistance with evaluating their employee benefits suite and retirement plan investment options. Various insurance needs, debt reduction assistance and/or consulting associated with the purchase of a home are all typical planning needs of Young Accumulators.
Financial Planning Areas
- AssetMap Visual Balance Sheet
- Investment Risk Alignment Report
- Customized Asset Allocation Model
- Consolidated Multi-Period Investment Performance Reports
- Financial Statements and Portfolio Reports
- Investment Policy Statement
- Employee Benefits Review
- Qualified Plan Asset Allocation Review & Recommendations
- Protection Planning - Home, Auto, Umbrella
- Family Security - Life, Disability, Long-Term Care
- Student Loan/Debt Reduction Strategies
- Mortgage & Lending Analysis
RESOURCES
- AdviceWorks Client Portal
- Phone App with Your Personal Financial Information
- Account Aggregation and Organizer Tool
- Collaboration with other Members of the Financial Planning Team
- Secure Online Vault
- Financial Planning Calculators
- Decipher - Innovative Face Recognition Risk Profile Tool
- Educational Workshop Invitations
- Web-based Education - Short videos and Presentations
- Investment Risk Tolerance
- Money Guide Pro Goal Planning Module
- Cash Flow & Budgeting Tool
- Weekly & Quarterly Newsletter Subscriptions