Mid-Career – Building wealth

  • Making good money, but feel like you should have more to show for it?
  • Super busy and no time to think about money?
  • Trying to balance priorities and expenses?
  • Scared to think about how much college is going to cost?
  • Looking to move to a new home?
  • Changing companies and have a lot on the line?
  • Know you should probably have more insurance, but dread spending the money?
  • Unsure if you should pay more towards your mortgage?
  • Been putting off meeting with an estate planner?
  • Wondering if you can afford a second home? What if you rent it part of the year?

This is the time to build considerable wealth. The decisions you make now will largely determine your long-term financial well-being. We get how busy you are and how many different priorities you’re trying to balance. We are here to simplify and take work off your plate, freeing you to spend more time on the things you actually want to do.


Building Wealth —

Working with Kevin at XML has been a great experience. Kevin and his associates are always responsive, they communicate regularly, and most importantly of all they're doing a solid job with my portfolio. It’s great peace of mind to know that they’re there for guidance and advice as my investing goals evolve with life circumstances and age.

Rich S.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Wondering if there might be something more you and your money could do?

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