Bradley and Lauren both worked full time and had done basic financial planning as a couple. Now, with three young kids, they were really thinking about their family and how to financially prepare for the future. They had a savings plan, but was it maximized for their family’s needs? Did they have the right insurance coverage to protect the plan in case something happened?

We sat down with Bradley and Lauren and talked through their questions regarding allocating their resources between college and retirement savings. As they began to accumulate wealth, it was so important that they made these financial decisions together, with the guidance and help of their advisors. We set their family up for financial and personal success so they can feel confident in their future.

Specific financial advice references provided herein are for illustrative purposes only and are not representative of decisions that have been made since the case study was published nor of decisions that would be made in the future.