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Kids at Home - Sarah
Kids at Home - Sarah
  • Age 37, two kids at home 11 & 14
  • She and her husband both work fulltime
  • Have a hard time making ends meet
  • Are worried about pending college costs

 

Sarah was talking to her husband Philip about their financial situation. "I don't know where all our money goes," said Sarah. "We have two kids!" he replied. However, they had to face the fact that they didn't have any savings plan... or any plans for covering college costs for their children. Sarah remembered that when one of her friends faced similar problems, she had met with a financial advisor to find solutions."That's a great idea!" said Philip. "We could use some objective advice."

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*Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. BancorpSouth Wealth Management is a trade name of BancorpSouth Bank, a division of Cadence Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Eaton Federal Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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