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Getting Married

Getting Married

"Coming together is a beginning; keeping together is progress; working together is success."

- Henry Ford

 

A wedding is a wonderful and exciting event. It's what comes after the wedding that creates lots of questions for people. We want to help our clients obtain their financial goals together. Some common questions we see are:

  • Do we need to change the names on our accounts? What accounts will be affected?

  • Do I need to change the beneficiaries on accounts?

  • What else will change?

  • We both have goals, how can we combine them?