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For families, your financial future is of utmost importance, especially as more people are dependent upon it. Depending on your current situation and life stage, we know that priorities can shift. As your financial partner, The Sommersberger Group is committed to helping you navigate each stage and make the best decisions about the financial future of your family. Our team can help you identify your priorities and develop a strategy for achieving your goals throughout each life stage.


At this stage, your finances and assets are now legally tied to another person, likely for the first time ever. As a married couple, it’s important to find and maintain alignment on your goals, dreams, and vision for your future. During this stage, you might be prioritizing paying down debt or student loans, putting aside money to buy your first home, and saving for retirement.


Choosing to become a parent is an amazing life experience, but it also comes with a tremendous amount of responsibility, including added financial responsibility. At this stage, your goals could shift to prioritizing increased expenses, as well as preparing for your child’s future. Choosing how and where you want to raise your child, including schooling, extracurricular activities, and covering their everyday needs all lead to additional expenses.


Saving for your child’s education is an admirable goal, as parents always want to provide the best possible options and opportunities for their children. Our team can help you identify the appropriate solutions and investments that can help ease the burden of paying for college for your child. With the goal of balancing your future financial plans and the potential educational investment for your child, we’ll help you make the best decisions with yours and your child's future in mind.

Retirement Planning

Throughout your adult life, depending on your employment status, you’ve likely been set up with a workplace retirement savings plan. Continuing to fund your retirement savings plans, as well as identifying additional opportunities outside of your workplace retirement savings plan, is a great way to ensure you have a strong financial position, once you’re ready to retire from your professional career. The key to determining what your retirement plan should include depends on your vision for your life when you retire.

If you’re looking for options for financial planning for your family, the team at The Sommersberger Group is here to help. Contact us to schedule a consultation today.

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