As the Chinese proverb goes, "the best time to plant a tree was 20 years ago, the next best time is now".
Until recently, financial planning hasn't been accessible to young professionals. Most advisors have minimum asset requirements or high fees that weed out potential "undesirables". So, we wait, and hope that we are making the best decisions to secure the future we want for ourselves and our families.
Now, there is a different choice. Now, there is yProsper®, a whole life financial planning platform created for young professionals by young professionals.
Join the Mackey Advisors team for an invitation-only play & learn with brunch thrown in! Your children will have the play area all to themselves while we introduce you to our clients, Cory & Topanga Matthews, and walk you through their path to financial freedom & peace of mind.
Financial planning isn't just about numbers and the bottom line. It's about goals, dreams, purpose. By bridging the gap between financial planning and life planning, we help you design a program that connects money (how you earn it, how you save it, how you invest it) with what matters.
We hope you can join us! Please contact Lisa Henry (firstname.lastname@example.org) to register.