Family Matters

From marriage to divorce, and everything in between, get the financial advice you need

Harper  Lee once said, "you can choose your friends but you sho' can't choose your family." True enough. But you CAN choose a great partner to help  you with family finances and future planning. That's where we come in.

One of the greatest family life changes is getting married, and things can  get complicated when it's time to consolidate accounts and assets into one  partnership. Do you even want joint accounts, or would you like to handle  things differently? 42% of couples like to keep their finances separated.  Talk to us, we know how to help. And on the other end of the spectrum,  divorce can bring a whole host of complicated financial issues. Again, we've  got your back. And our advice comes with the compassion and understanding you  both deserve.

Family Matters


Financial Planning

Put together a comprehensive strategy for savings, investments, insurance, and much more.

Investment Management

As an investor, you have an infinite number of choices available. We steer you right.

Retirement Planning

Whatever stage you're at in securing your future, we're here to help.

Income Planning

Do you know how much income you'll need in retirement? You may be surprised.

College Planning

A college education can lead to a successful career. Learn how to plan ahead.

Long-Term Care Insurance Review

Life Insurance Review

Do you have enough life insurance? Is your premium the best one available? Find out.

Estate Planning

Ensure the assets you leave behind are handled just the way you want.

Frequently asked questions.

How do I prepare for a baby financially?

Review your personal budget and determine what expenses you can cut back. Babies are expensive, so making sure that your finances are in order can help you remain present with your new family member!

How do I manage finances in a marriage?

Generally, it’s easiest to split bills 50/50 if both spouses’ incomes are similar, but ensuring that both of you are on the same page when it comes to discretionary spending is crucial. Implementing a financial plan can alleviate some of the stress that comes with sharing finances.

How do I save for my child’s education?

Starting and regularly funding a 529 can help tremendously with your child’s education expenses. A 529 is a tax-advantaged plan designed to encourage saving for future education expenses. There are two types: prepaid tuition plans and education savings plans. Give us a call today to discuss the best option for you and your family.

How much money should I have in savings?

Most agree that saving six months’ worth of living expenses is sufficient, but there are certainly exceptions. Give one of our advisors a call to discuss curating a personal, comprehensive financial plan.

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