Growing Family/Growing Career

A greater Importance for Financial Planning


At this point in life, the complexities of the past become simplicities. As relationships mature and families begin, you will likely feel a heightened sense of responsibility to yourself, your family, and your career.

You’ll now need to consider:

  • A home purchase and/or mortgage refinance
  • Updating and expanding wills and estate plans
  • How to best maximize retirement savings and begin putting money aside for the children
  • Managing household cash flow
  • Coping with debt
  • Beginning to assist aging parents and addressing their estate planning concerns

This phase in life can be particularly delicate as you may be caught between personal wants and needs, which could be in conflict with the wants and needs of your immediate family, parents, and your career. This is a time where the right choices and a workable understanding of where you are and where you want to be can guide you to the future that you’re hoping to attain.

Unsure of What You Need?

Find what's right for you and your lifestyle.


Retirement Seminar

Coming up soon, on May 22nd at 6 PM in Old Orchard Beach, I'll be running a retirement income seminar.   During this seminar which is expected to last roughly an hour, we’ll cover the following topics and more: My personal and professional background What are your...

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Schedule a Meeting

Going back and forth with dates and times can be exhausting.  I've added a new tool to my website that will allow you to pick an appointment that works for you and to indicate where you'd like to meet.  Take a look here and book an appointment to chat anytime.

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A Fresh Look

Big news!!  We've got a brand new website.  You'll find a far more smooth and organized layout.  This new site is also a mobile responsive site.  This means that it will reorient itself when you view it on a phone or tablet.  At the bottom of each page, you'll find a...

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