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:

• 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