Having a Baby

Adding to your family

often means you will need to adjust your financial plan accordingly.
Reassessing your financial plan by utilizing risk management consulting services is essential, especially if you plan to take time off from work. So is creating a college fund for baby, and taking into consideration potential medical costs.

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“My investment returns have consistently beat their respective benchmarks.”

-- Mr. Bilal Haffejee

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-- Mr. Chani Luthra

Create a new wealth management strategy to account

for your latest family member.

Meet with a wealth management advisor to assess tax status changes, start a baby college fund, and make any necessary estate planning changes.

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