Whether it’s that first job out of college or the early days of building a career one tough hourly-job at a time, there are no shortage of planning needs and opportunities at the early stages of your career. Simple knowledge of the time-value-of-money tells us that the sooner one gets started the more likely they are to succeed financially, but there’s more to it than that. Particularly today.
In a world of escalating post-college costs and debts and an increasingly difficult job market for the newly-minted, the challenges of financially security in early career are substantial. In many cases, people in their 20s and early 30s miss the opportunity to work with a qualified financial advisor simply out of lack of education or missed opportunity. In a world of online options and instantaneous information, it is easy to assume that the internet or other e-services are a suitable way to get a financial plan going. Unfortunately, for too many, this self-directed process can lead to a long-series of missed opportunities that are difficult to make up from later in life.
For this reason (among others) Trilogy has always been a firm committed to a client-base that so much of the financial services industry has left behind. We believe that committing to our clients wherever their story takes them begins with starting the journey together, as often as we can. So no matter how early in your career you are, let Trilogy open its doors to you.