Getting ahead in life is not what it used to be.

It has arguably become increasingly difficult for households to get ahead, financially, over the past few decades. This comes even as the stock market pushes to all-time highs and the U.S. economy appears to be steadily expanding. 

Nevertheless, the data show that many households are struggling to thrive as they contend with financial issues like:

  • Stagnant wage growth…
  • The rising cost of home ownership…
  • Caring for multiple generations under one roof…
  • Rising levels of overall household debt…
  • Reported angst around retirement security…

It used to be that to get ahead in life financially, one could simply follow a traditional financial playbook that laid out finding a well-paying job, getting married, buying a house and steadily saving money to pay for future expenses like college or retirement.

But times have seemingly changed and more often than not life happens in unexpected ways, dashing even the best laid plans when:

  • The economy slumps…
  • Jobs are lost…
  • Marriages fail…
  • Illnesses strike…
  • We lose those closest to us…

getting ahead

 

/getɪŋ əˈhed/

to make progress with something or advance in something, especially a career, income, or quality of life

A solid plan can help

Even so, studies have shown that households are more likely to feel financially secure when they have a plan for their money. What’s more, some findings even suggest that following a process of tracking, evaluating and periodically adjusting a financial plan to account for changing life circumstances can increase the likelihood of a household achieving its financial goals.

 

A structured process and a little help can make it happen

At Franklin Madison Advisors, our mission is to help people get ahead financially by providing comprehensive financial planning, investment management and ongoing financial advising services tailored to our clients’ ever-changing needs.

We do this by guiding our clients through a proprietary, structured process that includes plainly and clearly articulating an envisioned use for their savings, developing financial strategies to accumulate needed financial resources and applying best practices to help achieve long-term financial goals.

Are you ready to get started?  Find out today how Franklin Madison Advisors can help prepare you for expected and unexpected life transitions and help you get ahead in life financially.

STILL HAVE QUESTIONS?

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