Emergency savings planning
Build an adequate emergency savings account.
Fundamental financial planning designed to help millennial families build stability, protect income and make confident long-term decisions.

See how coordinated financial planning can help you protect today while preparing for tomorrow.
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Fundamental financial planning designed to help millennial families build stability, protect income and make confident long-term decisions.
Build an adequate emergency savings account.
Plan to purchase a home that fits your finances.
Protect your family with appropriate income continuation coverage.
Protect your family from debt.
Protect your family from unknowingly overpaying for health insurance coverage.
Plan to increase your take-home pay by reducing taxes.
Plan & Protect brings the financial priorities of a millennial family together so planning and protection decisions support one another instead of being handled separately.
Take-home pay, taxes, homeownership, retirement timing, emergency savings, income continuation and health coverage are reviewed as one connected plan.
Your recommendations reflect your family, finances, goals and the specific gaps or opportunities uncovered during the review.
There is no separate charge for the Plan & Protect review, and you remain free to accept or decline every recommendation.
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 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.
Living benefits, death benefits, eligibility and available amounts depend on the policy, qualifying event and current carrier terms.

Practical planning can help a growing family strengthen savings, prepare for homeownership, protect income and build toward long-term goals.
Plan & Protect is part of the Imagine Financial family, making it easier to connect this need with your broader goals.
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.