Middle Aged Couple With Children

Situation: A middle aged couple with two teenage children has an assortment of investments they have accumulated over the years: old 401(k)s, an inheritance, Uniform Transfer To Minors Accounts, Roth IRAs. They think they have not saved enough for either their retirement or their children’s education.

Strategy: We could analyze the couple’s finances and help them develop a comprehensive plan with attainable objectives that takes into account their current assets, regular savings and expected rates of return.