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Plan For Special Situations

Good financial plans should allow room for special situations. Unpleasant, unexpected expenses pop up – but so do happy surprises – and our goal is to help you be prepared. At Stream Wealth, we help you plan ahead for special situations so that future expenses don’t derail your progress or get you off track from your financial plan. By planning for the following circumstances, you can feel more secure in your financial future.

  • Unexpected home repairs
  • Medical expenses
  • Future weddings
  • Vacation homes
  • International travel
  • Fun toys (boat, car, etc.)
  • Care for an aging parent
  • New business ventures

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