No financial planning firm can be all things to all people. (Nor should they try tp be!) X Vector, Ltd., aims to work with professional contract pilots, born between the years of 1965 and 1980 (Generation X).
By its nature, free-lance work can cause variability in schedules, income, and benefits of the contracted employer. One of our firm's goals is to help you manage these ups and downs through our comprehensive planning process. As your own boss, you are essentially "Contract Pilot, Inc." which offers many opportunities not available to those who work for captive employer. However, you are also solely responsible for aspects of your business and personal finance planning that would normally be covered. And that's where we can help.
From deciding an appropriate business entity structure to deciding the most efficient retirement funding options, our firm will back you up on the controls from take-off to landing in your financial plan.
There will undoubtedly be exceptions to this general demographic guideline (i.e. any pro bono work the firm participates in), but it just makes sense that if the firm provides targeted service to those with common life stage goals and needs, the firm can do it better than anyone else out there.
If, after initial consultation, it’s not a good fit, the firm will endeavor to find an appropriate adviser referral.