Just as no two investors are exactly alike, no two families are alike. What many families do have in common though, is the need to plan for unique circumstances. Whether your family dynamic calls on you to assist a child with a college education, care for an elderly parent or relative, or provide for a child with special needs, your team at Agility Wealth Management can help you navigate the planning nuances and identify the appropriate solution – without sacrificing your own financial goals and future.
Estate Planning
A thoughtfully designed estate plan can help assure your wishes are carried out – exactly as you wish. Your team at Agility Wealth Management has the expertise and resources to help you choose the right estate-planning vehicles to see that your family and beneficiaries are cared for in the manner you think best.
Education Planning
Though it is best to start the college planning process when your child or grandchild is young, it is never too late. With many vehicles available – 529 savings plans, UGMA/UTMA accounts, Coverdell accounts and more – Your team at Agility Wealth Management can help you consider the best way to save for the college education that will give the next generation the start it needs in life.
Caring for an Aging Parent
As your parents age, it can be difficult to anticipate the expense of health and long-term care. Your team at Agility Wealth Management can help you consider the rising costs of senior care, from basic aging to debilitating illness, and ways to provide for your loved ones without sacrificing your own goals.
Planning for a Child with Special Needs
As a parent, you want to make sure your child with special needs is taken care of – no matter what. Your team at Agility Wealth Management can help you develop a plan to provide the specialized care your child needs and deserves.