Some life events, such as a graduation, marriage, having a baby, buying your first home, having children, saving for their college, starting your business, retirement are planned. Others, such as job loss, divorce, disability, Illness, death of a loved one can be sudden and unexpected. The main difference is that we do not usually plan for these events or we somehow think that it will not happen to us.

With each new life event comes many responsibilities and many choices. Smart planning is preparing for planned events and mitigating the risks of unplanned events. Don't let new laws, lack of time or knowledge, outside commitments and pressures from others rush you into making INCORRECT decisions.

Meet with trusted Financial Advisors who can help guide you through making appropriate choices. By determining how much it will cost you to get from Point A to Point B, you can decide whether your action plan makes the best financial sense for you or needs to be redesigned to make sure that you are managing your future in a better manner.

Planned Events:

• Graduating
• Marriage
• Buying your First Home
• Having Children
• Starting a Business
• Working with Trusted Financial Advisors
• Estate Planning

For Unplanned Events:

• Winning the Lotto
• Job Loss
• Caring for family members
• Illness
• Disability
• Death
• Inheritance
• Protecting the Family – Life Insurance
• Caring for Parents