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.
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?
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?
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
- ? When can I afford to retire? Will my savings support my retirement goals?
- ? At what age should I start taking Social Security benefits?
- ? How can I minimize the taxes I pay during retirement?
Contact one of our advisors to get started on your next portage!
Tristen Utterback
- Virtual, Chicago, and La Crosse
- tristen.utterback@nextportage.com
- 630-339-4234 call or text
David Utterback
- Virtual and La Crosse
- david.utterback@sguwealth.com
- 608-385-3748 call (voice only)
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