top of page

Gen X (1965 - 1980)

  • Getting crushed in taxes?

  • Does it feel like you are spending too much?

  • Considering a work sabbatical?

  • How to pay for kids college education?

  • Getting married for the 1st time in your 40’s?

  • Thinking about starting a business from home?

  • What to do with your current stock options?

  • Is it smart to pick up some additional life insurance?

  • Going through a divorce?

  • Are you on track for retirement?

  • What to do with old 401(k)’s?

  • Do you need a will or a trust?

Are you ready for your FREE No Obligation Consultation . . .

· Learn how to save money by using smart tax management strategies
· Figure out new ways to minimize your expenses
· Discuss how to balance having fun today and being fiscally responsible for the future
· See the power of becoming the CFO of your own family finances

bottom of page