Established Families

The established family segment are aged 35-55 and have teenage children.

They tend to own their own home and have sound investments. Their disposable cash is limited due to their children’s expenses, however they are experiencing more free time away from their children and enjoy spending money on cars and holidays.

They are all too aware of the importance of their health.
At this stage in life, you may feel crunched between the responsibility of taking care of your children and your aging parents.

You are not alone.
A financial advisor can help you prioritize your goals and create a path for you to achieve them. As your financial position becomes more advanced, more possibilities open up – some you may have never even considered. Whether it is refinancing your mortgage, consolidating consumer debt, adjusting your retirement plan, or tax planning, an advisor can be there for you to make sure you are maximizing your potential.

When you feel like you are cornered, it can be difficult to think objectively. A financial advisor is someone who is on your side, someone who knows what options are available and can think of creative solutions to problems you may have thought were unsolvable.