How We Help - HENRYs

Individuals/Households with high growth potential are in a special category called HENRY: High Earners, Not Rich Yet. A growing number of people in the U.S are seeing high household incomes, but their savings growths are minimal. They earn a good salary but have little to show for it, largely due to income taxes and expenses. There is a way to financial independence, without chasing higher salaries. If you have a career, and are ready to begin building wealth, BBA Wealth Management takes a holistic approach to setting your finances up for life:

  • Goal planning and implementation
  • Building multiple streams of income
  • Getting rid of bad debt
  • Tax planning
  • Career coaching
  • Maximizing benefits package
  • Home purchase

Our process will help answer important questions such as:

  • What is the right amount to save?
  • How do I maximize my retirement accounts?
  • What should I know about investing in the stock market?
  • Am I able to make a career change?

Working long hours and not seeing the results materialize can be demoralizing. You deserve better. Also, as you get older, your financial situation will likely get more complicated. As a fee-based financial planning firm, it is in our best interest to build a long-term relationship. When a plan is made for a HENRY, it should be consistently monitored so that they stay on track. Speak with one of our planners to see how we can help you become financially independent.