Over the years, clients have asked us if we would be willing to assist their adult children, nieces, nephews, and friends with financial planning and investment management, even though they don’t have quite enough to meet our investment minimum. We have always done our best to accommodate those requests, but we’ve never had a formal offering that was tailored for the needs of younger clients. Which is why we developed Financial Synergies Pathway as our newest service offering.
Financial Synergies Pathway is designed specifically for Gen Xers, Millennials, or anyone who is in the accumulation stage of their lives.
Our minimum initial investment for Pathway is only $50,000. We will design and implement a portfolio suited for younger accumulators and provide the same ongoing management, investment selection, rebalancing, and reporting in a similar fashion as we provide to you.
In addition, our team will:
• Establish new accounts at Charles Schwab,
• Consolidate existing accounts and previous employers’ 401(k)s,
• Provide investment management for current company retirement plans and 401(k)s
• Assist with budgeting and creating long-term savings goals
• Design a college savings plan
We also provide access to cutting edge planning and budgeting technology through our new app, Wealth360°, which is a technology that is also available to our current clients.
We invite you to visit our new Pathway website at fspathway.com to learn more. If you have someone in mind who might benefit from this service, please feel free to give us a call or contact us at firstname.lastname@example.org .