To be able to balance today’s financial and life priorities and needs with solid plans for the future will sometimes require some creativity and combination planning.  For example, can you put money aside as savings in other ways besides a savings account?

How? Perhaps combining investments with insurance, or mortgages, or business development, or leveraging existing assets is a possibility.  If you’re not sure how to do that, then find someone who can help you explore those ideas.  And remember, if you go to one mortgage broker or insurance agent and they say “it can’t be done” does that have to mean that it really “can’t be done?” or can you keep asking?  Obviously it’s your choice – different financial advisors have different resources and different backgrounds that give them different options to work with.  This is why we help you see possibilities and find creative solutions.