You and your family are faced with many important concerns. As part of the "process" we have separated major lifestyle issues into three categories:
Saving/Budgeting
Retirement
Vacation/Second home
Taxes
Mortgage
Insurance
Job Security
Charitable giving
Major purchase
Health Care/Disability
Estate planning and the associated documents
New career/Lifestyle Change
Daycare
Medical costs
Priviate school education
CollegeFunding /529 Plans
Car
Rent
Credit
Wedding
Home purchase
Savings
Debt
Values related to money
Investing basics
Long-Term Care Insurance
Record keeping
Insurance for estate liquidity
Aging-declining abilities
Relatiohship with grandchildren
Daily care/housekeeping
Illness
Nursing home
Estate planning
Independence
Family knowledge of planning decisions
Maintianing quality life and diginity
Work with current Advisors (Legal and Tax)
Contact us, we will be happy to assist you and your family sort through your particular issues an develop a program to help you in meeting your goals and objectives. 847.724.8880 or John@KeltyFinancial.com
Look forward to hearing from you...
Thanks,
John
John A. Kelty, CFP