S/O life insurance

[wambam]

My financial planner was my dad's FP my whole life. It was an obvious choice.

The main reason we wanted him to work with us is that I get almost no benefits from my job because I worked for a 6 person company. All of my insurance, retirement, disability coverage, etc has to be outside my company. So he handles all of that and finds me the best deals. He also works with my husband's benefits to make sure we are maximizing our retirement potential. He is also helping us to plan for when we eventually have children and I no longer work.