You are more settled in your life although changes still occur, suddenly you find if you had children their by now hopefully independent and well on their way to living their own lives. Guardianship and education concerns are now no longer your concern. This is the time when you and if you're coupled your spouse have considerable assets and your focus is back on your life...getting ready for retirement years.
We assist our clients in different ways at this point;
* Debt Elimination
* Risk Management of Portfolios
* Accelerated Investment and Portfolio Growth Options
* Estate Planning