Broker Check

Who We Serve

We believe that financial planning is important in every stage of life. From Traditionalists to Generation Edge, we understand the events and conditions that have shaped our clients’ lives.

Traditionalist

Before 1946

The Greatest Generation
Depression Babies
WW II
Korean War
Cold War
Radio
Automobile Production

Baby Boomer

1946-1964

Boomers
Sandwich Generation
Civil Rights
Women’s Rights
Vietnam War
Television

Generation X

1965-1979

Baby Buster
Video Games & MTV
PC Pioneers
Dot Com Boom & Bust
War on Terror

Millennial

1980-1995

Gen Y
Social Media
The Great Recession
Globalization
Reality TV
Homeland Violence

Generation Edge

After 1995

Gen Z / iGen
Digital Natives
Global Competition
Diversity
Citizen Journalism
Instant Information

While each generation’s approach to life has been shaped by different factors, we share similar life transitions along with various aspects associated with each stage of life.

Accumulation

  • Marriage
  • Home purchase
  • Building a career
  • Debt management
  • Raising children
  • Education funding

Pre-Retirement

  • Children leaving home
  • Peak earnings
  • Excess cash flow
  • Saving/Investing for retirement
  • Parents may need support

Retirement

  • Maintain pre-retirement lifestyle
  • Travelling/Pursuing hobbies
  • Risk management
  • Asset preservation
  • Keeping pace with inflation

Legacy

  • Estate planning
  • Cost-effective and tax-efficient transfer of wealth
  • Charitable giving
  • Gifting to children and grandchildren

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