Scott & Jenny - Young Parents
Scott and Jenny are a wonderful couple and are both teachers in a local school district. They recently bought a new home to accommodate their growing family. Just like the changes happening in their busy lives, they needed to update their financial plans.
Upon reviewing the clients’ goals, we learned they put a priority on protecting their family, saving for retirement, and ensuring their children would have money for college. We reviewed the life insurance they had available through work and supplemented it with term insurance. We reviewed their pension programs and discussed how much additional savings they needed in their 403(b) accounts. Lastly, we set up a college savings account so they can start saving money for future college expenses.
Scott and Jenny are enjoying every moment they can with their family. We hope one day we can see their three kids creating an impact on this world after they graduate from college.