Education & Family Planning

The years leading up to marriage and after are the most exciting of a lifetime. You look forward to many milestones with your partner and children. Since there are numerous important life events to come, it is essential to consider comprehensive financial planning to have the resources you will need to provide the life you want.

Time passes quickly, so getting a jump on education planning is an essential decision even before your children arrive. A wealth advisor will discuss tuition savings options that offer substantial tax advantages. If you have the ability to fund a prepaid tuition plan, an advisor can guide you through that process. These are other critical areas we assist with regarding family planning:

• Premarital financial planning and counseling
• Estate planning (multi-generational provisions for loved ones)
• Non-profit and charity financial planning (charitable giving decisions in estate planning)
• Strategic financial planning: managing family money dynamics and family support needs
• Eldercare (long-term care provisions)
• Insurance planning for asset protection (life and disability)

We also offer divorce financial planning because your family’s financial health is an essential concern if you and your partner decide to separate.

Sequoia Wealth Advisors wants to help you and your family with customized solutions for financial wellness. We help make the future even brighter by partnering with you to provide the financial tools and guidance you need for the road ahead. Contact us to discuss the ways we can help.