Parent Financial has developed a process to help parents protect their family and plan for every step along the way. Each family starts in Foundational Planning. Parents do not pay a fee for this aspect of planning as Parent Financial wants to ensure that all of your money goes to help build a solid financial foundation for your family in the areas of: Life Insurance, Disability Income Insurance, Investment Portfolio Analysis, Monthly budgeting (Cash Flow Management), Emergency Fund, Wills/Trusts & Property & Casuality Insurance Review. Through working together, Parent Financial ensures that you can check off each aspect of the Foundational Planning process. The next step in the process is Comprehensive Family Planning. At this point the focus is shifted to helping you plan for long term goals and objectives including College Savings Plans, Investment Management, Advanced estate planning, Tax reduction strategies, Retirement planning, Cash management strategies, & Insurance analysis and update.
Through regular communication and guidance Parent Financial can serve as your resource for your family’s financial plan for years to come.