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?
Small Business Owners
Common Identifiers
- ✔ You are self-employed or run a small business
- ✔ You have a side hustle that is beginning to grow steadily
- ✔ You want your business and personal finances working together on your goals
Common Questions
- ? Which retirement plan options make sense for my business?
- ? How do I balance cash flow between my business and personal goals?
- ? How can I build a financial plan if most wealth is tied to my business?
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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