You’ve built a life for yourself both personally and professionally, and may be starting to deal with issues like caring for older parents, preparing for your children’s education, divorce, or a job layoff. We can help you to work through any of these changes and to keep your finances on the right track.

Questions we can help you answer:

• Is my financial life where it should be?
• Should I change my retirement investments?
• What options do I have to save for my children’s education?
• How can I teach my kids about money and good financial habits?
• Do I have enough life and disability insurance?
• What are suitable ways to invest so I can pursue my goals?
• Am I on track for retirement?
• What happens to me if my parents get ill or pass away? Do they have life insurance?
• What happens to my 401k if I change jobs?
• How do I financially survive my divorce?