People in Transition
Change is a part of life’s adventure. Sometimes it’s good, sometimes not, but no matter what happens, you need a financial plan to see you safely through life’s milestones. When you are confronted with a significant life change, contact us, and we'll help guide you through it.
Are you...
- Navigating divorce
- Widowed
- Entering retirement
- Caring for aging parents
- Planning what to do with an inheritance
- Changing careers
- Adding a new family member
Legacy Planning
Our services will help you create more clarity, passion, and direction in your financial life. Whether you’re still accumulating wealth, or you’re in or near retirement, we can help provide financial solutions for your unique situation that continue to develop based on who you are and what inspires you.
We'll hold your hand as you...
- Deal with the loss of a loved one
- Financially prepare for unexpected death or a disability
- Financially plan for your second or third marriage
- Plan the legacy you want your assets to leave
Corporate Transition
Like many, your company's benefits make up a significant part of the money you are saving for retirement. That is why the decisions you make as you near the end of your career, whether planned or otherwise, can significantly impact your long-term goals. We've worked with employee benefit packages of some of the biggest companies in the world - let us clarify your options.
We'll advise you on...
- Company restructuring and layoffs
- Pension options
- What you should do with your 401(k) when you leave your company
- If you should max out your 401(k) or traditional IRA
- Company stock options
Women
Our services will help you create more clarity, passion, and direction in your financial life. Whether you’re still accumulating wealth, or you’re in or near retirement, we can help provide financial solutions for your unique situation that continue to develop based on who you are and what inspires you.
Couples
We believe that successful planning for couples is only accomplished as a team. We’ll explore your goals together, help implement strategies to meet your shared vision of the future, and communicate regularly with both of you.