Families
We Love Our Different Types of Families

A Dual-Income Family Profile
- Husband: $155,500 per year Age 48, Attorney
- Wife: $151,000 per year Age 47, Nurse Practitioner
- Children:15 and 11
- Life Insurance: He: $75,000, She $50,000
- Net Worth: $688,996
Goals: Retire in 20 years. Grow wealth. Eliminate debt. Prepare for college. Insurance protection should they pass away unexpectedly providing 100% of current income provisions.
How We Can Help
In the midst of busy schedules, families often struggle to function as a cohesive unit or engage in meaningful discussions about their investments. This can lead to financial disarray, inadequate savings, and a lack of clarity regarding their overall financial standing. Fret not, we are Here For You to:
- Plan for unforseen problems,
- Accumulate, through systematic investing to accomplish goals
- Grow wealth for retirement income purposes,
- Preserve wealth against events that negatively impact wealth.