Broker Check

Planning for Every Phase of Life: Age 30-45

November 15, 2016

By the time you reach your 30s and 40s, your financial focus will most likely turn to growth. Most spend their day-to-day growing their careers, working towards achieving a comfortable lifestyle and managing their long-term goals for the future. Your financial focus might be to consistently bolster your financial plan to achieve your savings and investment goals while creating methods of protecting the assets you’ve already built… and your family’s financial future. 

  • Protecting your lifestyle
  • Mortgage payments and refinancing
  • Healthcare
  • Establishing a diversified investment portfolio
  • Financing home renovations
  • Proactive tax planning
  • Managing debt
  • Establishing an estate plan
  • Creating a college savings plan for your children
  • Bolstering your retirement contributions
  • Income protection

Mid life is a crucial time to ensure you are on strong financial footing. Your FAS Financial Advisor can help you navigate your options for this phase in life.