Talking About Your Family’s Financial Future

Blog post #428

If you are a client of our firm, you have decided there is value in having a financial advisor.

We are pleased that more than 130 individuals and families in 18 states have made the decision to work with our firm, for guidance in investing and comprehensive financial planning.

We help you with investing.

We can assist in guiding you through many decisions and the financial complexities you face.

We can help to provide you with a sense of comfort, in an unpredictable and constantly changing financial world.

But what about your children? How are they managing their financial future?

How are they making their financial decisions?

Are they getting good advice? Are they making decisions on their own?

We can help them, as well as assist you.

If you have a significant legacy to be passed on to your children, are your children prepared to handle the decisions related to a future inheritance that you have built, and one day, will pass on to them?

We can begin working with your children today, to provide them with investing guidance which will be useful now and well into their future, as their assets grow.

Depending on the ages of your children, we can assist them with advice for the wide range of needs and issues they face. If your children are in their 40s and 50s, we can assist them with their retirement planning and how to best invest for retirement. We can provide guidance and help them manage their 401(k) retirement plan and IRA rollovers they may have from any prior jobs.

If you have younger children, they may be at a stage in their life where they have student loan debt, a mortgage and young children of their own. They may have some or all of these issues and challenges. They may have student loan debt, want to buy a house and want to be able to manage it all.

And, along with all of this, you and your children may want to save or help pay for college for their kids, in the most tax efficient method possible.We have experience in helping future generations with all of these issues, and many more financial planning topics.

Do you talk to your children about financial issues? Some of you may be comfortable with these types of conversations, and some of you may not be comfortable.

Either way, we can have conversations with your children (and even your grandchildren – depending on how old they are!).

Talk to us about your family. We want to help you, your children, (and even your grandchildren), with any financial matter that is important to you and your family.

If you know of family or friends who could benefit from this type of advice and guidance, please share this post with them, and let them know we are available to help them as well.

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