Mature Families

Who

  • Age 45 to 54
  • Established in career
  • May have older children
  • May be in peak earning years

Priorities

  • Paying off mortgage
  • Reduce all debts
  • Saving for retirement
  • Staying on budget (Download our app!)
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Disability
    • Critical Illness
    • Premature Death
  • Make a will
  • Consider powers of attorneys