INDIVIDUALS & FAMILIES

Tax + Wealth Management
for Young Professionals

From structuring the repayment of college debt to financing a home and beginning to save for retirement, young business leaders face a host of challenges and a litany of important decisions as you begin your career and family journey.

The Road to Firm Financial Footing

For a select group of high-income earners with the capacity to accumulate significant wealth, Beaird Harris offers an exclusive Young Professionals Program designed to help you hit the ground running. We understand the unique earning, spending and savings patterns of young professionals and use that expertise to help you make smart business decisions early on, so you can efficiently build sustainable wealth while managing taxes and debt.

  • How do you effectively and tax efficiently maximize your retirement savings?
  • How much can you afford to set aside each month?
  • What’s the most efficient way to reduce your debt burden?
  • Which risk management strategies will best meet your particular needs?

Beaird Harris’s Young Professionals Program is a practical option for young professionals who are committed to saving a minimum of $8,000 per month.

Tax, Accounting, Business Consulting & Business Advisory Services provided by Beaird Harris, PLLC.
Wealth Management, Investment Management, Financial Planning, Risk Management & Estate Planning Services provided by Beaird Harris Wealth Management, LLC.

Let's Talk

Curious to see if we’re a good fit? 

Schedule a complimentary call today. We’ll help you get started and learn more about Beaird Harris.