Financial Pathways

Life doesn’t happen all at once; it happens a little at a time. Year after year your priorities can change, which means your financial needs can also change along the way. But no matter where you’re at in life, it’s important to look ahead and plan for your future. 

Working with a financial advisor can help you navigate those pathways through life. First Mid financial advisors understand that financial plans should be unique to the individual. When you work with us, we’ll take time to understand what’s most important to you and how we can help you achieve your goals – no matter which stage of life you’re in.

Early Career:  Getting Started

• First job
• Establish credit
• Pay down student loans
• Marriage
• Starter home

Mid-Career:  Balancing Act

• Family
• Education
• Buy or upgrade home
• Accelerate savings
• Insurance
• Estate planning

Pre-Retirement:  Building Financial Flexibility

• Reduce obligations
• Pay off mortgage or downsize
• Change insurance
• Increase savings
• Reassess estate plan
• Care for parents

Retirement:  Rewards and Planning

• From savings to spending
• Gauge expenses
• Generate income
• Health care
• Long-term care
• Wealth transfer