retirees

Determining if and when you can retire can be one of the most important financial decisions you make in your life. Every family needs a comprehensive financial plan to help ensure you are as ready as possible when the time comes. We recommend starting this retirement planning process 3 – 5 years from retirement.

Our Live Well Plan is the tool we use to predict your retirement readiness – making sure you are in the “green zone.” This Live Well Plan encompasses and coordinates ALL areas of your personal finances including cash-flow projections where you can test your adjustments in real time.

You have worked too long and too hard over your career to leave your retirement planning to chance!

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Single Women

If you are one of the 25 million single women over the age of 45 in the U.S., you have found the right team! The Price Group has developed a niche in serving single women with prudent financial advice. We pride ourselves on providing advice in terms that are easy to understand. This is evident by the 50+ single women that we are currently serving.

We are fair game for any financial question. Whether it be investment related or how to best financially care for an aging parent or even helping you negotiate a better price when buying a new car.

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Business Owners

The Price Group thinks you need to simplify the moving parts to begin achieving your own financial goals without jeopardizing the stability of your business. We will create a Live Well Plan that addresses both your personal and financial needs and those of your business.

Cash management can also be an important part of your business. The Price Group provides multiple strategies to potentially increase the yield on your cash inside the company. We also work closely with other professional advisors to provide you with the well-rounded advice you deserve.

High Earning Millennials

Your career has started to take off. You are making good money. Your bank account has more cash in it than you need. You have already maxed out your 401(k) but are wondering if you should be saving more. Should you pay down part of your mortgage? Save for your kid’s future college tuition? How much money can I spend without being irresponsible? How much money can I give away? Am I on track to be “work optional” when I want? These are all questions that can be hard to provide a straight answer without proper wealth planning.

Our Live Well Plan is the tool we use to provide comfort, confidence, and clarity about your financial future and attempt to answer the difficult questions. This Live Well Plan encompasses and coordinates ALL areas of your personal finances including cash-flow projections where you can test your adjustments in real time. Overall, it provides a roadmap to help you plan for and attempt to meet your financial goals for years to come.