Broker Check

Building a Family

People Rely On You

Your life is changing in the most exciting way possible, and with that comes a change in your priorities. As your circle gets bigger, your goals, concerns, dreams, and plans will change. Now that you have a life partner, it is important that you are aligned in your financial planning. You deserve the support of  financial professionals with the expertise necessary to educate and assist you on all the important decisions you will face during this transformative time in your life. 

We can help you manage your assets to make sure that you can provide for everyone in your growing family. Whether you are focused on your current budget or want to set up college savings plans for your kids, we have the tools and expertise to help you find the solutions that best fit your outlook.

Here are some things to consider:

  1.  Create or review your annual financial check-up.   

  2.  Set or review your current financial goals: Are they still applicable?  Do the amounts or timelines need to be adjusted?

  3.  Review your insurance coverage.  Ensure your family and your assets are protected.

  4.  Review your retirement savings rate, goals and progress to those goals vs your timeline. 

  5.  Project costs of caring for your family: raising a family, cost of college, retirement plans.

  6.  Consider any end-of-life care your parents or senior family members may need.  How will this affect your ability to reach your goals? 

  7.  Review and rebalance your investment portfolio when necessary.  We recommend an annual review with your trusted financial priofessionsl. 

Here are some things to Consider:

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Four Great, Unexpected Places to Raise a Family

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It May Be Time for a Financial Checkup

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Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
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How We Can Help You 

How We Can Help You 

Having a family also means people rely on you more than ever before. With more mouths to feed, your spending habits will change and you will likely need to adjust your budgeting. You should also plan for the worst so that your family is secure, especially for the moments we hope never come. We can help you protect your family and your assets. 

Your family is the most important thing in your life. Let’s meet to make sure that you have every option to secure your and your family’s financial future.