Financial Investment Planning - Growing Family

Having a healthy and happy family is a goal we all strive for. Keeping your family well from a financial standpoint requires continuous effort and knowledge of appropriate financial priorities and goals. Priorities during this life stage include managing cash flow, college funding, adequate insurance coverage, and accumulation of assets. Retirement planning should also be a top financial planning concern for those with a growing family.

Financial Investments - Where should you be as your family grows?

The financial planning chart below is only a general representation of the asset allocation for parents with growing families.

Growing Families Sample Portfolio Asset Allocation

Allocation Chart

This allocation is to be used for illustrative purposes only. Each financial investor has unique needs in regard to his/her investment objectives, time horizon, and risk tolerance. For more information, please review our Investment FAQs for Growing Families. Investors should always seek professional guidance from a qualified financial advisor before implementing any investment program.