Emergency savings planning
Build an adequate emergency savings account.
For Millennial FamiliesPlan your future.
Plan your future.
Protect your present.
Fundamental financial planning designed to help millennial families build stability, protect income and make confident long-term decisions.
Featured presentation
Build a stronger financial foundation.
See how coordinated financial planning can help you protect today while preparing for tomorrow.
Watch the Financial House presentationThe presentation opens securely in a new browser tab.
Plan your future. Protect your present.
Fundamental financial planning designed to help millennial families build stability, protect income and make confident long-term decisions.
Home-purchase planning
Plan to purchase a home that fits your finances.
Income continuation coverage
Protect your family with appropriate income continuation coverage.
Debt-protection planning
Protect your family from debt.
Living-benefit protection
Protect your family from unknowingly overpaying for health insurance coverage.
Paycheck and tax planning
Plan to increase your take-home pay by reducing taxes.
A complete family-focused plan
Broad guidance. Built around you. No planning fee.
Plan & Protect brings the financial priorities of a millennial family together so planning and protection decisions support one another instead of being handled separately.
All the essentials together
Take-home pay, taxes, homeownership, retirement timing, emergency savings, income continuation and health coverage are reviewed as one connected plan.
Designed for your household
Your recommendations reflect your family, finances, goals and the specific gaps or opportunities uncovered during the review.
Planning without a fee
There is no separate charge for the Plan & Protect review, and you remain free to accept or decline every recommendation.
How compensation works
You choose whether a solution moves forward.
If we identify an appropriate product or service that strengthens your plan or corrects a deficiency, the provider partner compensates us only when you choose to implement it. We do not charge you a separate planning fee.
Living-benefit protection
Six reasons millennials choose living benefits protection with a death benefit.
Living benefits can provide access to policy benefits during qualifying health events—while death-benefit protection helps provide financial support for the people who depend on you.
Access money for a critical illness
Access money for a critical injury
Help pay for long-term chronic illness
Access benefits for a terminal illness
Use the money for more than medical bills
Protect your family if you die
Living benefits, death benefits, eligibility and available amounts depend on the policy, qualifying event and current carrier terms.
Built around your family
Today’s plan should protect the people and possibilities that matter tomorrow.
Practical planning can help a growing family strengthen savings, prepare for homeownership, protect income and build toward long-term goals.
Connected planning
One decision can affect the rest of your financial life.
Plan & Protect is part of the Imagine Financial family, making it easier to connect this need with your broader goals.
- Begin with a conversation about your goals
- Review the options that fit your situation
- Coordinate related financial priorities
- Move forward with a practical next step
Let’s talk
Ask about Plan & Protect.
Contact Paula or Dean for a personal conversation about your goals and available options.
Email the Loux teamProduct availability and eligibility vary. This content is educational and does not constitute tax, legal or investment advice.
