Who we help: Young Families
If you are expecting a child or have young children, it is important to do serious financial planning; children generally have a big impact on one's life and finances. You may benefit from a comprehensive financial plan, or you may have a few key issues you need help with.
We can assist you by:
We can assist you by:
- Evaluating employer benefits
- Analyzing your risk-coverage
- Reviewing your will
- Initiating a savings and investment plan, including saving for college
- Making appropriate recommendations in the context of your current situation