Multi-generational Financial Planning
Wealth Transfer, (approx. age 75+)
Example: Grandparents – Concerned with efficiently transferring wealth to their beneficiaries.
Retirement Ramp Up, (approx. age 50–60)
Example: Parents – Focused on increased retirement savings, now that they are done funding their children’s college.
Financial Foundation, (approx. age 20–35)
Example: Children – Out of college and looking to consolidate debt, enroll in employer benefits, and establish a savings plan.