Engineers
Focusing On You
As an engineer, your time is valuable. The Financial Services for Engineering Professionals can work with you to put a strategic financial plan in place that helps you meet your unique needs and future goals, address personal financial issues, or to manage intricate compensation packages. Whether you need financial planning assistance to begin your career, to understand your personal finances, or both, we are well versed in the challenges and opportunities available to engineering professionals. Benefit from a financial advisor who understands the risks and rewards of your profession and can provide sophisticated, convenient financial services to help you meet your life's goals. We focus on educating you through the various life stages of your career and matching those stages with appropriate financial strategies.
Contact us today for a complimentary, no obligation consultation.
Life Stages and Financial Planning Concerns
Graduation
(Years 0)
Key Financial Concerns:
- Finding a job
- Student loans coming due
- Where to live and who to live with
First Job
(Years 1-3)
Key Financial Concerns:
- Student loans
- Understanding employer benefits
- Budgeting and saving
- Billable hours
- Income protection
- Liability protection
- Building emergency reserves
- Establishing short/mid goals
- Vacations/traveling
Career Ladder
(Years 3-5)
Key Financial Concerns:
- Employer benefits
- Student loans
- Home ownership
- Starting a family
- Increase income protection
- Asset protection
- Public service or go private
- Large firm vs. small firm
- Start retirement strategies
Work/Life
(Years 5-15)
Key Financial Concerns:
- Daycare costs
- Student loans
- Retirement
- Asset protection
- Income protection
- Home ownership
- Creating a will
- Monitoring asset allocation
- College for kids
- Aging parents
- Vacations/traveling
- Wedding costs
Stay or Go
(Years 10-20)
Key Financial Concerns:
- Maximizing savings
- Liability coverage
- Partnership buy-in
- Group benefits
- Partnership agreements
- Buy in/out provisions of partners
- Paying staff
- Practice overhead protection
- Healthcare benefits
- Income continuity
Work or Retire
(Years 30+)
Key Financial Concerns:
- Running out of money
- Long-term care needs
- Asset depletion
- Succession planning
- Business valuation
- Adjusting investment allocations
- Medical care costs
- College cost for kids
- Asset transference
- Estate planning strategies
- Legacy giving strategies
The Planning Process
Our planning process is unique to you! We help you put together a strategic plan to meet your unique needs for today and in the future. By addressing your financial goals, financial concerns, or both, we strive to understand you while also educating you on all your options through your various life stages.