Host:  Sam McGee with Crestmont Private Wealth

The Trailhead

• Early career until mid-40s
• Higher Tolerance for Financial Risk
• Asset accumulation is the primary goal
• Higher debt to net worth
• Over time, there is increased liquidity to help develop an investment and retirement savings strategy
• Provide advice on company benefits
• Plan for major purchases and college savings
• Using an advisor to leverage your time so that you can focus on your personal and professional life.

Boerne Office - 604 South Main - Boerne, TX 78006 - (830) 368-2898

Houston Office - 1 Riverway, Suite 470 - Houston, TX 77056 - (832) 280-5288

https://crestmontpw.com/

See omnystudio.com/listener for privacy information.