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106 Things We Do For Clients, No. 80

No. 80 of 106 Things We Do For Clients

Help educate you, your partner, parents, children, and grandchildren about investments and financial concepts.

One of the major tasks of a financial planner is educating and informing. It’s not unusual that one spouse doesn’t share the financial knowledge base of the other. Yet many people are surprised to find that our role as educators extends to family members. We can help your children or grandchildren understand their college savings and student loan options, how to set up a budget, and how to start investing. We can facilitate family meetings with your children to clarify estate wishes, as well as meetings with your parents to suggest tax saving and asset protection strategies for their giving to you. It’s like having your own college professor in your back pocket.

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