Has a great career, and wants to save and plan.

AGE: 35
EMPLOYMENT: Sarah is a software engineer.
FAMILY STATUS: Single and loves it!
HOMEOWNERSHIP: Owns her own primary residence valued at $350,000. Has a 30-year fixed rate mortgage, with $125,000 outstanding balance.
NET WORTH: $730,000
Phone: 518-885-3230
Email: [email protected]
Sarah enjoys hobbies like hiking and biking, as well as having the freedom to travel to exotic places. She enjoys her career. Sarah is motivated to save 15% of her paycheck on a regular basis. She consistently maximizes savings into her company’s 401(k) retirement plan. Sarah’s company also offers a Stock Option program, so it is important that she makes smart decisions when she exercises these stock options. This tax planning will keep her taxes as low as possible.

With solid financial thinking and mechanics in place, Sarah needs a Financial Planner to ensure that she remains diversified within her risk tolerance. This will help her stay on track to achieve her long-term financial goals. She is seeking a financial advisor who does not charge commissions. It is important to her that she finds an Independent Advisor who does not sell packaged financial products.

1. Investing regularly in a diversified portfolio with the goal of beating inflation and maximizing total return over the long run.
2. Striking a balance in keeping her personal debt under control, and paying down her mortgage, while she continues to save for the future.
3. Having an independent fee-only fiduciary advisor who understands her financial goals and provides tax planning to minimize her tax liability.

Subscribe to Our Monthly Newsletter!

Stay Up to Date on the Latest Financial Planning News.
Canty Financial Management
20 Church Avenue 
Ballston Spa, NY, 12020

5129 Castello Drive Suite #1
Naples, FL, 34103
Michael Canty Memorial Fund
Legal, privacy, copyright and trademark information.

Ready to create your financial roadmap?

Want to see if our services are right for you?
Schedule a complimentary, 15-minute phone call today.
Schedule a Call
Copyright © 1987 – 2024 Canty Financial Management Inc. All Rights Reserved.
Website managed by Stallion Cognitive
heartchevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram