Jackson and Renee are married with a dual income that exceeds $300,000 a year. They are driven to succeed in their careers and dedicate any spare time to their family. After many years of saving, they have purchased their first home. But with one or two young kids to worry about, they are planning for their college education, along with arising questions into how insurance will play a role in their children’s futures.

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Jackson and Renee’s main concerns are taxes, putting their kids through college, and saving enough money so they can retire from their stressful job before the age of 65. They are often overworked and overstressed in dealing with big, life-changing events, and want to ensure they are making the correct choices. While they often point themselves in the right financial direction, they lack the time or energy needed to be confident that they are being as efficient with their money as possible. They like their careers, but the thought of doing it any longer than required creates unnecessary unease.

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How Did We Work Together?

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We work with clients like Jackson and Renee through consistent year long planning opportunities. We start with a thorough explanation of corporate benefits to ensure our clients’ maximum utilization of their company’s offerings and capitalize on all their hard work. We then custom-build a financial plan focused on educating and aligning a roadmap with their specific goals, highlighting targets and expectations for each step of the process. Finally, we ensure this strategy is characteristically flexible and alterable, allowing for change as life happens. This strategic decision reflects our acknowledgement and planning for this dynamic period of life.

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If you can relate, schedule a conversation.