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3 Awesome Financial Planning Tips 
From Jameson Van Houten and the Stonegate Financial 
Group
1. Insurance is Key 
 It’s important to invest in the RIGHT kind of insurance. 
 Insurance for electronics and other non-essentials is oftentimes not a 
productive use of money. 
 Instead, Jameson Van Houten and Stonegate Financial Group urge 
investors to consider putting their money towards life insurance or 
disability insurance, in case something were to happen to them. 
 These types of insurances are many times overlooked, but really 
shouldn’t be!
2. Practice for the Worst/Best 
 If one spouse or partner were suddenly to become incapacitated and 
was not able to earn any income, could the family/couple survive? 
 This is a question that must be asked when considering having a 
child, or for a worst-case scenario in which a spouse/partner gets hurt 
or ill and is not able to work. 
 Additionally, if a spouse/partner is laid off or loses their job, the 
couple can be prepared and understand what kind of sacrifices they 
need to make in order to survive financially.
3. Plan for the Future 
Just had a baby? Jameson Van Houten and Stonegate Financial Group 
urge new parents to consider setting up a 529 Plan for their child right 
away. This way, the account is set up and ready to receive gifts from 
friends and family that can be used to ensure a brighter future for the 
baby!
http://stonegatefinancialgroupjames 
onvanhouten.com 
For more information and tips, visit:

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Stonegate Financial Group and Jameson Van Houten Share 3 Killer Finance Tips

  • 1. 3 Awesome Financial Planning Tips From Jameson Van Houten and the Stonegate Financial Group
  • 2. 1. Insurance is Key  It’s important to invest in the RIGHT kind of insurance.  Insurance for electronics and other non-essentials is oftentimes not a productive use of money.  Instead, Jameson Van Houten and Stonegate Financial Group urge investors to consider putting their money towards life insurance or disability insurance, in case something were to happen to them.  These types of insurances are many times overlooked, but really shouldn’t be!
  • 3. 2. Practice for the Worst/Best  If one spouse or partner were suddenly to become incapacitated and was not able to earn any income, could the family/couple survive?  This is a question that must be asked when considering having a child, or for a worst-case scenario in which a spouse/partner gets hurt or ill and is not able to work.  Additionally, if a spouse/partner is laid off or loses their job, the couple can be prepared and understand what kind of sacrifices they need to make in order to survive financially.
  • 4. 3. Plan for the Future Just had a baby? Jameson Van Houten and Stonegate Financial Group urge new parents to consider setting up a 529 Plan for their child right away. This way, the account is set up and ready to receive gifts from friends and family that can be used to ensure a brighter future for the baby!