Broker Check

Your Life Stage

Which life stage are you in?

As you go through different stages of life, your financial goals will undoubtedly change. No matter what stage of life you’re in, our objective is to help you plan a sound financial future.  

Choose from one of the following: 

  • Just Getting Started: People in this stage are usually under 50 years old - they have finished all their education and their career is underway. They may have even had a career change. They will probably spend most of their years in this stage along with the Life is Good stage.  So make the most of it!

  • Top of My Game: People in this stage are usually 50 or older. Although they could be under age 50, they are more mature in their thinking. We say that these people are on the backstretch to retirement. They have received their membership offer from AARP!

  • Retirement ASAP: People in this stage are usually in their 60s. They have their eye on benefits such as Medicare and Social Security along with other potential sources of income. People can start to become anxious as they know retirement will bring some big change in their lives.

  • Life is Good: Coasting Now: People in this stage have settled into retirement. They have found a routine and often find that they are busier than ever. Where did all the free-time go?  

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