We understand the demands of a busy family, crazy schedules and little time.  After all, we each have 5 children.  Managing all the kids activities leaves little time to focus on financial planning.  We’re here to help you prioritize and establish long-term goals.

Common questions we routinely help guide clients with:

How much do we save for education?

What should we do first, pay off debt, contribute to retirement or fund other needs?

Can we afford a new home?

Do we have enough insurance and the right type in case of Plan B?

Are we saving enough for retirement?

What funds should I choose in my employer’s retirement plan?