Providing for Family
Just as no two investors are exactly alike, no two families are alike. What many families do have in common, though, is the need to plan for unique circumstances. Whether your family dynamics calls on you to assist a child with a college education, care for an elderly parent or relative, or provide for a child with special needs, we can help you navigate the planning nuances and identify the appropriate action – without sacrificing your own financial goals and future.
Education Planning
Though it is best to start the college planning process when your child or grandchild is young, it is never too late. We can help you consider the best way to save for the college education that will give the next generation the start it needs in life.
Longevity and Caregiving
As your parents age, it can be difficult to anticipate the expense of health and long-term care. We can help you consider the rising costs of senior care, from the basic aging to debilitating illness, and ways to provide for your loved ones without sacrificing your own goals.
Planning for a Child with Special Needs
As a parent, you want to make sure your child with special needs is taken care of – no matter what. We can help you develop a plan to provide the specialized care your child needs and deserves.