The Family

Recognizes the need to have a financial plan that addresses both their investment and risk management goals

• Wants to make sure they are investing enough money to retire when they want

• Wants to save enough money to pay for their children's college education

• Hopes to save enough money to build a new house in a few years

• Wants to make sure that if either parent were to die prematurely or become disabled that their goals can still be achieved

We sit down and go over their goals and budget, we look at their employee benefits and 401(k) options, we assess their risk tolerance, and then we come up with a plan that addresses their priorities 

We monitor the plan and have a review to track our progress at least once a year to make sure we are on track'

As life changes, so too does our planning as the family grows and promotions are earned!