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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

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.

Click on the button below to visit our Client Center, or click on the icons to visit articles about trending topics!

Unlocking Financial Success in Your 30s

Unlocking Financial Success in Your 30s

43-Page Descriptive Workbook Including 13 EXCLUSIVE Interactive Activities to Boost Wealth


Simply Click on the Button Below to Download the PDF Instantly!

Debt Repayment

Emergency Fund

Credit Score

Budgeting

Eric Stiles, CFP®

Financial Advisor

732-248-9400 x1108

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...

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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. 

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