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Children / Heir’s Room

The standard financial plan generally addresses children only in relation to college education and inheritance. But in Your Financial House, everything is taken into consideration.

For example, you may have children or grandchildren with special needs, and that ought to be taken into account. Family members with alcohol or drug problems, who are in a bad marriage or have divorced — each of these issues and others like them really do need to be discussed and considered as the builder develops the financial blueprint. Not including them would be a huge oversight.

Certainly, this room includes savings plans for the kids and figuring out what kind of inheritance might be given, and it’s also where any special circumstances with family members reside and are addressed.

Enter the Retirement Fulfilment Room

 

 

 

 


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