Thank you for taking a minute to read the first in a series of blog entries from our team! Let me start by introducing my role and then provide you with some background on myself.
Is your retirement ready for a house full of diapers?
Your clients have planned. They’ve saved. Crossed their T’s and dotted their I’s. Hopefully you’ve helped them hit a point of financial security. Now they’re ready to begin having children. Many people are opting to wait until they are in the “right place” emotionally and…