Young Professional
There’s no shortage of investment advice for young professionals to be found in the media or on the internet today. But piecing together that information into a solid strategy can be an overwhelming, time-consuming and often frustrating task. That’s why many young professionals saving for retirement, college or other goals, conclude that hiring a trusted money manager like Colorado Capital Management is the best investment decision they can make.
Colorado Capital Management’s experienced advisors can create a tailor-made investment strategy that helps you achieve your short-term and long-term goals without the hassle or frustration you’ve likely experienced in the past.
- Married with two children
- $250,000 combined annual income
- Roughly $500,000 in investments, including 401K
- Goals include saving for college education and retirement
Case Study:
Heather and Daniel – Young, Married Professionals with Two Children
Daniel had limited success in managing the couple’s investments. At times, he would devote considerable time to researching investments and identifying promising opportunities, but would invariably end up buying at just the wrong time. Often, he would have large amounts of idle cash waiting for the next opportunity, only to have the market move up strongly while he watched from the sidelines. Finally, Daniel and Heather decided to hire a professional to manage their investments on an ongoing basis.
Financial Planning & Investment Needs
- A personalized financial strategy based on their goals and objectives, which integrated their 401k investment options
- Ongoing investment management
- Help in choosing the right college savings plan
The Solution
After unimpressive sit-downs with Wall Street brokerage firms, a friend referred Heather and Daniel to Colorado Capital Management. We were able to provide them with the comprehensive investment strategy they were looking for so they could spend more time focusing on their young children and building their burgeoning careers. They appreciated our independent and unbiased, “fee-only” approach to managing their investments, the level of attention they received – and, of course – the growth in their portfolio.
How Can Colorado Capital Management Help You?
If you’re a young professional who could benefit from the wealth management expertise that we provide for clients like Heather and Daniel, please contact Colorado Capital Management today.
