LIQD- Financial Advisor Scottsdale

What do I do now?

LIQD- Financial Advisor Scottsdale

Save, Save, Save

From your very first job and continuing throughout your entire working life, the accumulation phase consists of all the saving you do during that time. Don’t let wealth-erosion issues like poor money management & over consumption prevent you from trying to build the maximum wealth possible.

LIQD - Financial Advisor Scottsdale

Build A Foundation

Saving can be challenging during this time considering it’s also when most are adding a number of complexities to their lives. You may be purchasing a new home, getting married, and starting a family, or a business of your own. People come in all different shapes and sizes, and so do our investment profiles. 

LIQD- Financial Advisor Scottsdale

Watch Your Step

Whatever life choices you’re making during this time, it’s important to focus on the basic fundamentals of saving & investing with the long-term goal in mind. Matching your expenditures to your income while building a nest egg for the future is no easy task, but you can do it and we can help.


When you begin to accumulate wealth, there are many things to consider:

 
  • How Much to Save

  • What Accounts to Fund

  • College Education Savings

  • Selecting Insurance

  • Using Company Benefits

  • Reducing Taxes

  • Reducing or Eliminating Debt

  • What to Invest in

  • Living Wills & Estates

  • Goals (Family Vacation, New Car, Weddings, etc.)


That’s why a guide is so essential to help plan for all of life’s expected - and unexpected situations.

 

Ready to learn how we help you reach your goals?