While you're in your peak earning years, it's important to develop positive financial habits that seek to lay a strong foundation for your savings.
Whether you’re new to investing, established in your career, or planning to retire, we’ll work with you to develop a financial plan that aims to help you manage your money effectively.
As a parent, you're not only pursuing your own aspirations, but guiding your children towards their own success as well. That's why starting a savings plan early is considered vital in pursuing the college education your child deserves; especially as tuition rates continue to rise.
From establishing a 529 plan, to researching financial aid options and grants, we can help you examine college investment options to build a personalized portfolio that considers your financial goals, risk tolerance, and timeline.
You’ve worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you’ve accumulated can be filled with uncertainty.
Together, we’ll develop a plan that helps you accumulate wealth while you’re still working, and aid your transition to a fixed retirement income.
Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.
It’s easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.
When it’s time to pass the torch and leave your business, we’ll be here to plan your business succession and exit strategy to help ease the transition into life after work.
Dave Ramsey Referrals
Are you familiar with this National best-selling author and radio host?
Many of our clients see Dave Ramsey as a role model when it comes to finance. Ingram Financial Group is a part of the Dave Ramsey network, and follows the same down-to-earth values and help our clients make financial security easy.
We strive to make things simple for our clients, and walk you through each step of the financial planning process. In other words, this is an active management process in which we set you up to achieve financial success.
Ready to get started?
Contact us to start building a financial plan that fits your current life stage.