Standard of Care for Clients in Their 30s & 40s

Based on Financial Consulting Group’s financial standard of care, we focus on different topics that are relevant currently in your life. For example, for someone in their 30s and 40s, we focus on Financial Goal Planning, Retirement Accumulation, Education Planning (Children), Employee 401(k) Advice, Lending Solutions, Income Tax Review, Budget Review, Beneficiary Review and Insurance Risk Management.

Every client should utilize the advisors at Financial Consulting Group’s financial standard of care. For clients in their 30s and 40s, the advisors at FCG strongly recommend seeking consultation regarding employee 401k advice, lending solutions, income tax review, and budget review. Clients in this age group may be starting a family. Those clients may want to consider education planning for their children, and financial goal planning for themselves. It’s never too early to begin thinking about the future. The advisors at Financial Consulting Group also offer retirement accumulation and beneficiary review for those in their 30s and 40s. Call us today to help you start planning your future at (504) 835-1707.

Opinions expressed are not necessarily those of Raymond James Financial Services. Information contained was received from sources believed to be reliable, but accuracy is not guaranteed. Changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS we are not qualified to render advice on tax or legal matters.