Families with Children

Every family is different. That’s why no two financial plans should be the same. We offer in-depth examination of your unique needs.

Here are some of the concerns you may have for your family’s financial well-being that we can address

  • What would happen to my family’s financial outlook if something were to happen to me or to my spouse?
  • How much life insurance is enough? What kind of life insurance makes sense for me in my situation?
  • I have heard that wills and life insurance are dramatically more important when you have children. Why is that? Is there a way to quantify that?
  • Paying for college is so expensive! What options are available for saving money specifically for my children’s education? How do I know if we quality for financial aid? Is there a way to calculate how much college will cost 10-15 years from now?
  • My family never talked much about money, and now I’m concerned about my parents and what I will need to take care of them. What would happen if one or both of them needed around-the-clock assistance with their activities of daily living? Where would that money come from? Is this covered by Medicare? Are there other options to consider for managing these expenses?

This process of exploration results in a customized, step-by-step plan toward financial calm and confidence focused on achieving your goals.

The Family With A Plan Wins