On-Ramp to Investing
Are you unsure where to get started with your financial future?
One financial fact that remains constant is that the earlier you start investing, the better chance you have of reaching your goals. But getting started can be intimidating. What do I invest in? How much can I afford to put away? Do I invest in my 401k, an IRA or a Roth IRA, and what do those letters and numbers even mean?
We started the “On-ramp to investing” program to help the children of our clients that were beginning to enter the workforce get a head start on their financial future. But what we found is that it can benefit people of any age that just need to get a start on their planning. So here we start with the basics. We educate you on the investing process and what different accounts are. We help you get that first real budget put together so you know how much you can afford to start putting aside for the future. And we get you started on your first basic, systematic investment plan that we can build on in the future as your wealth grows.
You can’t finish what you don’t start, so let us help you step up to the line and start the marathon that is planning for your financial future.