As the father of two young sons, David knows that financial planning for families is about a lot more than just saving for college. With daycare costs approaching the cost of in-state tuition, he has an intimate understanding of all of the financial considerations that parents have to make on a day-to-day basis. David has worked with many clients to discuss questions such as:

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• How can I efficiently save for retirement when baby formula costs as much as a one-bedroom apartment?

• Do I need to start saving now for the increased cost of groceries when my kids reach their teenage years?

• Can we afford to adopt a child, and what financial programs may be available to help?

 

All three of these subjects eventually lead to a conversation about planning for college, but David has found that the future college conversation is much easier to have when the current financial challenges have already been addressed. He is an expert in advising on everything from 529 Education Savings Plans to pre-paid tuition plans, Coverdell Education Savings Plans, and many more options.

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If any of these considerations are on your mind, schedule an appointment with David today. He is eager to help families like his own, and he may even have some spit up on his necktie.

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