You’re young and affluent. Upwardly mobile. Perhaps you have high earnings but are not yet “rich.” You have lots of options, but it’s hard to know which to pursue. Should you buy a bigger house, save more, or pay off student debt?
Investors who identify themselves as upwardly mobile have unique concerns that we at Stearns Financial Group can address. Some of our wealth builders are entrepreneurs or successful professionals, some are saving for financial independence, while others have come into sudden money through an inheritance or unexpected windfall. All have tried saving and investing alone, but questions surrounding the best path forward have led them to us.
At Stearns Financial Group, we know what it takes to fully optimize and plan for the various twists and turns that come with living a rich and full life, while keeping an eye on a long future. Our dedicated team of wealth professionals helps wealth builders understand each option, while instilling confidence and clarity around those choices.
Our wealth builder clients are building careers, lives, and families. As their responsibilities at home and at work have grown, so too have their questions about managing their investments and personal finances. At Stearns Financial Group, we help professionals turn high incomes into wealth through:
Cash flow analysis
Debt reduction strategies
Risk mitigation strategies
Globally diversified portfolios
Savings and investment planning
Public and private strategies
One-on-one relationship with an experienced financial professional
Periodic reviews of your situation
Collaborative approach with other professionals, such as CPAs and estate planning attorneys