This is a stressful time, especially with both adults working full time, dealing with education decisions, extracurricular activities like sports, as well as family responsibilities. It can seem overwhelming with little time to consider the financial decisions that could affect your own lives as well as those of your children.
Our goal is to help these families plan for the present through budgeting and for the future through risk management. We also are able to advise on insurance options since the premiums are significantly lower for the younger adult than one nearing retirement.
Through careful planning, we are able to help these clients invest for a golden retirement without sacrificing the activities associated with a growing family.