Congratulations.
If you have saved more than $300,000, you are in the top 20% of all Americans* and with that, comes more responsibility.
Its time to start considering a more complex kind of planning and investing. Depending on your financial situation and your personal goals, you might need to evaluate your tax exposure and level of insurance protection for your benefit and your loved ones'. That can be a balancing act with also striving to grow the portfolio at the right pace.
Strategic planning becomes more important because there is more at risk.
We specialize in strategic planning. Together (with your accountant and your estate attorney, if needed) we can build a long-term personalized plan that works for you.
*According to the Northwestern Mutual 2021 Planning & Progress Study.