Typical client situation
David and Kathy are 42 and have three children. While they both love their jobs and their jobs pay well, they have started to notice as the kids get older, their expenses are increasing too. David and Kathy want to comfortably afford their children’s education and at the same time build their retirement savings. As work is stressful, they also want to continue taking regular holidays with the family.
How we can help
Ankerstar Wealth planners can help clients financially prepare to send their children to a good college or university. Starting the college planning process as early as possible usually provides the best results. Planners can assist parents to establish a systematic savings plan and properly invest the funds according to the child’s age.
We review current funds and insurance to cut out any unnecessary costs. We make sure their retirement accounts are aligned with the retirement lifestyle they want for themselves and their family, and update their insurance coverage so that it continues to provide suitable risk management strategy for their family.