It's that time of year again!  Time for our children to go back to school.  A fresh start to a new school year brings the promise of a chance to improve academic performance, meet new friends, and engage in school-related activities.  It's also a good time to take a look at your planning for your family.  Our returning clients receive an annual update meeting at no charge.  Call us today to schedule your meeting.  Before you know it, the holidays will gobble (😊) up your time!  We now offer $75 change fees for current clients when just the name in a document needs to change.  We also give new clients who are referred by current clients and advisors a $50 discount on their new plan.  It's a perfect time for a review to make sure your plan does what you want it to.  Just call Jacque today to get things rolling.