Young Accumulators 2.0
Young Accumulators

Young Accumulators are typically aged 21-35, are at the starting line of building their financial future and forging their careers.
They often look for assistance in kickstarting retirement plans, managing debts, and understanding their insurance requirements. They also seek advice before making significant investments, like purchasing their first home.
Does this sound like you? Here are our tailored services for Young Accumulators:
Wealth Planning Services
- Net Worth Review
- Cash Flow Analysis
- Retirement Planning & Saving Strategies
- Business Management
Estate & Taxation Guidance
- Coordination with CPA
- Beneficiary Review
- Wealth Transfer/Trusts
- Inheritance
- Philanthropic Giving
Asset & Investment Management
- Tax Effeciency
- Stock Options
- Socially Responsible Investments
- Annuity Review
Risk Management Services
- Risk Tolerance Review
- Life Insurance
- Debt Management
- Employee Benefit Review
- Emergency Fund Creation

Free Resources & Tools
Not ready to take the next step yet? Don't worry, we've got you covered.
Here's a list of FREE resources and tools available for Young Accumulators to start your financial confidence journey.
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Eric Stiles, CFP®
Financial Advisor
Eric@MaleckiFinancialGroup.com
Series 7, Series 66 Registrations | Life Insurance License: NJ Eric is a dedicated CERTIFIED FINANCIAL PLANNER™ professional specializing in comprehensive wealth building strategies for affluent young families in Monmouth County, NJ...
Let's Get Started
Let us help you find the right combination of financial planning services so that we can help you take care of yourself and your family.