Discuss a financial plan for the future with your parents.
I love you and want to make sure you are financially comfortable throughout life. I know talking about finances with someone you’ve taken care of can be
unfamiliar to both of us
, but let's
talk on the phone
grab a glass of wine
meet for dinner
and discuss your retirement plan and how I can help.
In putting together our family’s financial plan knowing if you
are feeling overwhelmed by anything
have insurance coverage
will help us all feel better prepared. This is going to be a good thing.
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