Individuals | Couples | Families
We foster lifelong partnerships, supporting clients throughout all stages of life.
This stage of life usually involves some asset growth and the need to merge two separate budgets. We remind these clients of the importance of living within their means as they save for the future. We help with financial planning, whether to maintain separate or joint accounts, costs associated with having a family, and we review the assets and liabilities each person brings to the marriage.
Children and Family
Once a couple is established and ready to start a family, we develop a plan at the child’s birth to start saving for college. To benefit from compounding interest, it’s imperative to begin early, especially with the rising costs to raise children and contribute to their college education. Clients will receive help with appropriate amounts of insurance coverage to make sure the family is covered while the kids are grow up.
With children grown, career completed and retirement lifestyle defined, we help clients who are looking to maximize Social Security, enroll in Medicare, do estate planning, or take care of family members at home, whether an older child or parent. Many clients also want help avoiding retirement mistakes they watched their parents make.