Now that you're a parent, you have so many new responsibilities. Since some are indeed immediate and pressing, you can easily overlook or put off one of the most important: creating or updating a financial plan for your family.
My name is Sam Lookner. As well as being a professional financial advisor, I'm a parent myself - of three young children. I have been helping Freedman Center families and others for many years to evaluate their new situations.
Here are a few tips to get you started:
Note: If you want help with any of the above, I'd be pleased to schedule a complimentary private session - at your convenience - to get to know one another and discuss how we might work together to guarantee your family's financial well-being.
Samuel C. Lookner, CFP®, ChFC®, CLU®, MBA Financial Advisor Ameriprise Financial
Ameriprise Financial Services, Inc.
One Washington Street | Suite 308 | Wellesley, MA 02481
Office: 781.237.0200 | Fax: 781.237.0333
Learn more about me at:
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.