Middleton & Company
You earn a good living and spend less than you make. You know there is more to life than just work. An extended break will help refocus your time and attention on what's most important to you.
Life is full of twists and turns — which can be both fun and challenging. Whether you’re burned out from work, gone through a recent job change, or ready to start something new —we’re here to help you think through your sabbatical plan and be smarter with your money. Our clients find value in making the most of opportunities available to them.
We work with you to design a roadmap to plan, take off, and return from your sabbatical. It’s our job to ask you good questions and understand what you’re trying to achieve. We help you strategize how to use different investment accounts based on their unique advantages and your specific circumstances.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.