Schamberger, Greylak & Utterback Wealth Management, LLC

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Next Portage Financial Financial planning for families and young professionals. We help you navigate life's financial milestones. Who We Serve We work with a wide range of clients at different stages of life and career. The examples below highlight some of the most common situations we help people navigate, but our approach is always tailored to your unique goals. Young Professionals --> Common Identifiers ✔ You are just starting your career and building independence ✔ You are 2 to 10 years into your career, building good financial habits ✔ You have switched jobs and have questions about your new financial benefits Common Questions ? How much should I contribute to my retirement accounts? ? Should I prioritize paying student loans or focus on saving? ? Is it worth investing beyond just retirement accounts? Growing Families --> Common Identifiers ✔ You recently got married or moved in together ✔ You are expecting a child or navigating life with your new baby ✔ You and your partner are ready to set and work toward shared financial goals Common Questions ? How do we adjust our budget now that our finances are shared? ? How should we start saving and planning for our children’s future? ? Do we need life insurance or should we consider estate planning? Near Retirees --> Common Identifiers ✔ You are nearing retirement within the next few years ✔ You are planning for the next phase of your career ✔ You want your finances aligned to help you work toward your goals Common Questions ?

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