Kids at Home - Sarah

- Age 37, two kids at home 11 & 14
- She and her husband both work fulltime
- Have a hard time making ends meet
- Are worried about pending college costs

Sarah was talking to her husband Philip about their financial situation. "I don't know where all our money goes," said Sarah. "We have two kids!" he replied. However, they had to face the fact that they didn't have any savings plan... or any plans for covering college costs for their children. Sarah remembered that when one of her friends faced similar problems, she had met with a financial advisor to find solutions."That's a great idea!" said Philip. "We could use some objective advice."

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*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC ("SPF"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The bank has contracted with SPF to make non-deposit investment products and services available to bank clients.