Our GenerationNeXt™ service provides young wealth accumulators, between the ages of 20 and 40, guidance on establishing a solid financial foundation for the future. It is our mission to progressively guide the next generation of wealth accumulators towards an affluent path.
The GenerationNeXt™ service is designed to bring our clients’ family members into the fold of making smart fiscal decisions and providing structure by planning for their own financial future. For more information on the importance of generational planning, be sure to read our blog Financial Planning for the Generations.
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VIDEO: An Introduction to Wealth Management
Many individuals have sizeable positions in their employers’ stock. While our crystal ball is not always clear about how a certain stock may perform, we go into great detail with our clients about the potential impacts that owning a large position can have with their long-term financial security. For example, by discussing our concern with a client, they may decide not only to reduce their holding but eliminate the holding completely, especially if they no longer have a current correlation with the company. By removing the large dependency upon a single company, the client would not longer need to be concerned with the chance that the company could announce devastating news, plummeting the stock price and jeopardizing their situation. Obviously, timing is imperative but it does go to prove that a big difference can be made by having a simple conversation about risks and financial security.