Mid-Career
Professionals

See also: Late-Career Professionals, Retirees

Request a copy of our article, “The 10 Biggest Financial Mistakes
that Mid-Career Professionals Make and How to Avoid Them” 

It’s all too easy to lose track of your finances.

You’re juggling kids, work, traffic, household, afterschool activities, PTA and a hundred other things. You’re working hard to grow your career. But planning your financial future? Not so much! … especially when you’re keeping a close eye on that checking account.

When you’re mid-career, we’re your partner.

Financial decisions at this stage of life are among the most important for your family’s well-being. Yet, if you’re not a millionaire, you’ll find most financial planners aren’t set up to help you. We’re different by design:

Peace of mind? Check.

We’re not going to overwhelm you with a kitchen-sink to-do list. We summarize the big picture, prioritize your most important near-term objectives, and accomplish each piece one by one. Before you know it, you’ll have assessed college savings options, rebalanced your asset allocation, written your will, reviewed your tax return for unclaimed opportunities, and – oh yes – planned for retirement.

Ready to start?

“I know the challenges that professionals with a young family face because my wife and I face them, ourselves. My passion as a financial planner is helping families with young children successfully navigate through this complex, important, and time-constrained stage of life.”
RPG Lead Advisor, Jason Lina

RPG lead advisor Jason Lina was recently invited to speak in Times Square about the benefits of financial planning for mid-career professionals.  Watch the discussion here.