families.
Here's the plan: Get engaged. Get married. Buy a house. Have kids. Send them to school. Make sure they graduate and get a job. Move to a condo on Brickell. Buy a boat. Retire. Says who? Human chemistry, emotion and excitement prevail, while life and priorities always happen. It's your individual family experiences that have and will shape your master plan. Every family is different and the financial needs of each are unique. You need a financial roadmap that suits your specific family and its circumstances. Our goal is not to judge or force fit you into seeming like the perfect family, but to maximize your living experience for genuine financial security and happiness.