Next Generation Legacy Planning
Our team offers our clients and their loved ones consultative information on the basics of saving and investing, budgeting, liability management and proper utilization of employee benefits supported by financial education and family governance. Our ultimate goal is to strengthen the well-being of your family tree by empowering your young loved ones to make wise choices about their financial future.
How We Serve You
According to a recent 2015 study from Accenture, an unprecedented $30 trillion in financial and non-financial assets will be passed down from Baby Boomers to Generation X to Millennials over the next 30 to 40 years. While wealth transfer strategies are crucial, financial and investment education for the next generation is an equally critical component of helping to preserve a family’s legacy and values.
· Financial Literacy Education
· Employer Benefit Guidance
· Wealth Transfer Preparation
· Personal Financial Review
· Direction Around Budgeting and Cash Flow Planning
· Liability Management: Understanding Bad vs. Good Debt
I. Children
- Introductory Education
- Concepts of Money
- Needs vs. Wants
- Conversation Guides
- Financial Kit
II. Youth
- Financial Literacy Presentation
- Basics of Budgeting
- Career Development
- Learning Resources
- Give, Spend, Save
- Choosing a Bank
- College Celebration Kit
III. Young Adults
- Budget Worksheet
- Spending Portal
- Establishing Credit
- Determining Goals
- Income Generation
- Risk Assessment
- Retirement Saving
- Employer Benefits
IV. Emerging Affluent
-Spending & Budgeting
- Debt Pay Down Strategies
- Asset Allocation
- Insurance Planning
- Tax Planning
- Retirement Planning
- Educational Funding
- Credit Card Analysis
- Family Meeting Offering
- Wealth Transfer Preparation
Financial Planning Tips for Newlyweds
Apr 22, 2019
Renting vs Buying: Homes
Nov 20, 2019
Budgeting Best Practices for Millennials
Feb 01, 2019
Entering the Workforce:
Feb 01, 2019
The Basics of Credit When Starting Out
Feb 01, 2019
The Basics of a 401k
Feb 01, 2019
565 Swedesford Road
Suite 210
Wayne, PA 19087
Office: (610) 850-9050
Fax: (610) 471-0566
Toll free: (888) 598-9063
Legal & Privacy
Web Accessibility Policy
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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