Life Events and Financial Planning
Getting Married or Having Children:
When you get married or start a family, protecting your loved ones becomes a top priority. Life insurance is an essential step to ensure financial security for your spouse and children in the event of the unexpected. Our team can help you choose the right policy to fit your family’s needs, giving you peace of mind that they will be protected no matter what happens. From term life to whole life policies, we’ll guide you to make the best decision for your growing family.
Buying a Home:
Buying a home is one of the biggest financial commitments you’ll ever make, and it’s essential to safeguard that investment. Life insurance can help protect your mortgage in case something happens to you, ensuring your family won’t have to struggle with the payments. Our tailored life insurance plans are designed to provide the right coverage for your needs, allowing you to focus on building your life in your new home.
Retirement or Divorce:
Retirement and life changes like divorce can have significant impacts on your 401k. If you're retiring or your assets are being divided due to a divorce, a 401k rollover may be required. During these life events, especially divorce, the emotional and financial stress can feel overwhelming. At Asbury Financial Services, we provide compassionate guidance through this process. We understand that managing your financial future during these times can be difficult, and we’re here to ensure the 401k rollover process is handled smoothly. Having someone familiar with the process by your side can make all the difference in reducing stress and making the right financial decisions.
Life is full of milestones, both joyous and challenging, and each one presents an opportunity to reassess your financial needs. Whether you're getting married, having children, buying a home, or nearing retirement, these significant moments often call for critical decisions regarding your financial future. We're here to help you navigate these transitions with confidence and clarity.
Whatever life stage you're in, we offer the expertise and empathy to help you make informed decisions that secure your financial future.
Let us help you prepare for the road ahead.