Family First Investment Strategies

We’re available anytime to answer your questions. 972.473.4700

Contact Us

  • This field is for validation purposes and should be left unchanged.
Smart Women, Smart Money

While planning and saving for retirement is a cornerstone of financial planning, taking care of family comes first. And, many family-centric investment and insurance options are directly related to your retirement plan. Having them (or not having them) can materially affect your standard of living, today and tomorrow.

Budgeting to meet your family’s immediate needs is complicated enough. On top of this, you may need to factor in additional planning to address critical issues that can impact your family.

Have you asked yourself these questions?
  • Have you explored refinancing your home to lower your monthly payments? To free up money to dedicate elsewhere?
  • Can you cover your children’s education expenses?
  • Will you be taking care of your parents as they advance in age? If so, are you financially prepared to do so?
  • Have you put a life insurance strategy in place to make sure your family is taken care of should anything happen to you?
  • Do you have a plan designed to preserve and transfer your wealth to future generations?
A strong financial plan includes answers to these questions and more––and Women, Money & Power can help you get to where you need to be.We encourage you to call or click to schedule a complimentary consultation to learn more about adding family-first investment products into your overall retirement plan

 

Contact Us Today!

 

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation. NOT FDIC INSURED. NOT BANK GUARANTEED. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. You may read our privacy and usage policies by clicking here.

Other websites by DeWitt & Dunn Financial Services: