7 in 10 Americans say they want to be actively involved in all decisions regarding their finances, yet less than 20% of these people say they are satisfied with their current financial situation.1 We want families to feel less overwhelmed and more confident about their personal finances and we are committed to educating both parents and children. Our team is here to help you create a fully-comprehensive plan in a way that fits your schedule. We encourage you to take the first step in gaining greater control over your finances by browsing our tools and resources.
Protect Your Family
Take a moment to think about your short and long-term goals. What is important to you and your family now? What may be a priority in the future? Consider what you are doing to ensure that you and your family can continue to do all of those things and remember that a financial professional can help you to create an actionable plan. Explore some ways we can help to protect and provide for your family during life’s many events.
Save for Retirement
65% of people believe that financial security for retirement is an individual's responsibility, but only 30% of people feel that they are doing a good job preparing financially for it.1 If your retirement is close at hand or years in the distance, you can create a customized plan using a variety of saving vehicles that support your goals and aspirations. Learn more about some options available to families.
Saving for College
74% of parents believe it’s never too early to start saving for their children’s college education1, especially as tuition costs are constantly on the rise. A number of funding options exist, although some may work better for your family than others. Take a moment to learn more about options available to you.
Educate Your Children about Money
Close to 80% of adults agree it’s important to educate our children1 yet if you’re like many parents, you may not know how to start. We understand the desire to teach your kids and have worked to create resources that can benefit the whole family.
If you would like to attend a family financial education seminar in your local area, please contact us to find out more about dates and times in your community.
Help your children learn about finances and have fun at the same time by downloading Save! The Game, an app designed for the iPod touch and iPhone.*
Consider hosting a family finances night with an activity from our Money Talks series, or challenge your kids’ financial know-how by playing interactive "Right on the Money" games.
Ready to take the first step toward managing your finances?
If you’ve ever considered working with a Financial Professional, but are not sure what to expect, we will be happy to explain how we can work with you to create a customized solution that meets the unique needs of your family. Helping families like yours for over 160 years, our team is committed to providing you with education and guidance that can help you to feel more confident about your finances. Check out our "Top 10 Questions" brochure to get an idea of what you may be asked about during an initial meeting.
* Apple®, iPod touch®, and iPhone® are trademarks of Apple Inc., registered in the U.S. and other countries. App StoreSM is a service mark of Apple Inc.
1 State of the American Family: Families, Financial Attitudes, and Planning, 2011