Families
The Smith family has plenty to be proud of:
Jake and Morgan have high-earning careers, they’re building equity in their home, they recently purchased a vacation getaway, and they have three kids approaching college age. What they don’t have is a long-term financial vision to help them balance the conflicting priorities of funding college educations, saving for retirement, and maintaining their current lifestyle.
Families like the Smiths have enough going on in their lives as it is. That’s why we work with them to create a multifaceted plan and investment strategy that meets numerous goals across different time horizons.
What we do for the Smith family
- Consolidate disjointed investment accounts and old 401(k)s under one roof and within one comprehensive investment strategy
- Offer education funding strategies like 529 optimization
- Provide guidance on estate planning and long-term care for parents
- Recommend insurance solutions to protect the family’s well-being and quality of life
- Serve as a central node coordinating between CPAs, attorneys, and investment managers
With Faubourg in their corner, Jake and Morgan can trust that someone is looking out for their long-term interests, allowing them to spend time where it matters most: with their family.