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?