Planning for the Young Professional

Active Ambition

The under-40 crowd is called many things. The Sandwich Generation (squeezed between aging parents and young children of their own). The Debt Generation. Generation X/Y. Whatever label is given to this group, today’s young professionals are clearly in search of financial direction.

If you’re part of this group, you’re likely tech-savvy, college-educated, and independent. You could do everything yourself, but you’re also willing to pay for someone else’s expertise if it saves you time, energy, and needless headaches. If this sounds familiar, you may benefit from working with an independent financial advisor to help map out your financial future.

The financial professionals at Professional Investment Management Services (PIMS) specialize in helping you navigate financial matters, from setting the course, to reading the maps, to keeping you on course. Most important, we educate and empower you to do the steering. Think of us as your financial co-pilot.

Another thing about under-40 professionals: they are starved for ethical, honest, straight-shooting financial advice. At PIMS, we employ a thorough process to developing, implementing, and managing your financial plan and investment strategy. We believe that education is an essential and ongoing part of this process, from our first meeting to our periodic review of your plan and investments.

The first step is to meet with a knowledgeable, qualified PIMS financial advisor. Contact us today to discuss your financial planning needs.