Constructing a Holistic Investment Wellness Plan

Everyone needs a plan. From the youngest of children to the most experienced of investors. How complete is your investment plan?

Do you think children don't need a financial plan? Think again! From learning good investment habits at an early age to being protected against the unknowns, being informed starts early.

Having your teenage children involved in preparing for the financial realities of adulting is a critical life lesson. Take the time to ask questions and involve your teenagers in the conversation.

Once your children have graduated, it's time to let them fly. Take the steps necessary to help them live independently and invest in their own future.

Have you developed a plan that can take your savings and turn it into a lifetime income stream? How confident are you about not outliving your assets?

Have you built unexpected scenarios into your financial plan? Unanticipated expenses, such as assisted living, supplemental Medicare coverage and financially supporting family members can completely change your financial situation.