Multigenerational Families
Next Generation Legacy Planning
Our team offers our clients and their loved ones consultative information on the basics of saving and investing, budgeting, liability management and proper utilization of employee benefits supported by financial education and family governance. Our ultimate goal is to strengthen the well-being of your family tree by empowering your young loved ones to make wise choices about their financial future.
How We Serve You
According to a recent 2015 study from Accenture, an unprecedented $30 trillion in financial and non-financial assets will be passed down from Baby Boomers to Generation X to Millennials over the next 30 to 40 years. While wealth transfer strategies are crucial, financial and investment education for the next generation is an equally critical component of helping to preserve a family’s legacy and values.
Financial Literacy Education
Employer Benefit Guidance
Wealth Transfer Preparation
Personal Financial Review
Direction Around Budgeting and Cash Flow Planning
Liability Management: Understanding Bad vs. Good Debt
What We Do for You
I. Children
- Introductory Education
- Concepts of Money
- Needs vs. Wants
- Conversation Guides
- Financial Kit
II. Youth
- Financial Literacy
- Basics of Budgeting
- Career Development
- Learning Resources
- Give, Spend, Save
- Choosing a Bank
- College Celebration Kit
III. Young Adults
- Budget Worksheet
- Spending Portal
- Establishing Credit
- Determining Goals
- Income Generation
- Risk Assessment
- Retirement Saving
- Employer Benefits
IV. Emerging Affluent
- Spending & Budgeting
- Debt Pay Down Strategies
- Asset Allocation
- Insurance Planning
- Tax Planning
- Retirement Planning
- Educational Funding
- Credit Card Analysis
- Family Meeting Offering
- Wealth Transfer Preparation
565 Swedesford Road
Suite 210
Wayne, PA 19087
Office: (610) 850-9050
Fax: (610) 471-0566
Toll free: (888) 598-9063
Resources
- Blogs
- Media
- Whitepapers
Legal & Privacy
Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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