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For People in Planned Transitions...

Client Centered

One certainty in life is that change is inevitable. Some transitions are planned and some are unexpected. Each presents different issues, complexities and challenges, and all must be addressed. With the right approach these transitions can be empowering and opportunities to grow and learn. We work alongside you all the way.

Planned transitions might include:

  • New job or career change –
    • A new job can be exciting, but there are many choices and decisions to be made. You will need to enroll in company benefits and determine gaps in coverage. You will need to select investment options and coordinate your planning into an overall plan that meets your specific needs. We are here to guide you all the way. Learn More
  • Marriage – Building a new life with another.
    • One of the most important times of your life. Two different financial situations with attitudes, goals and desires merging together. In a re-marriage the complexities can increase when considering other family members. We work on a team basis with you and your CPA and attorney to help oversee and guide you through the planning process. Learn More
  • Birth of a child
    • A new stage in your life. Planning for the next generation. Planning for their education and financial needs in advance and assuring your plans will complete should you not live long enough to carry them out. These are just a few of the considerations you will need to address. We help you establish needs and implement solutions to help fulfill them. It is all part of your overall financial plan. Learn More
  • Marriage of a Child
    • Your family is growing up. It is time for them to start their own lives. They will set their own course but you can still help. Educational funds for future grandchildren, a legacy for your family. These could all be concerns. As your situation changes we work as a team with your other advisors to help you coordinate efforts and implement solutions all the way. Learn More  
  • Sale of a Business
    • A new chapter of your life. Turning the reigns over to a family member, selling to employees or an outside company. It all takes planning in advance to be articulated and carried out. If this is part of your future, we are there to help you quantify the impact on your plans. This could lead to retirement or the next steps to another chapter of your life. We are there for you. Learn More
  • Retirement
    • It is time to enjoy the fruits of your work and relax and enjoy life, but it happens when you plan in advance. It comes with a clear vision of what retirement means to you with steps to achieve it along the way. When it comes time to transition, we help you make the change from supporting your needs from earned income to unearned income from investments considering the impact of taxes and inflation on your plan. Learn More  
  • Leaving a Legacy
    • You have planned well and accumulated more than you need during your lifetime. Legacy planning is more than just finances. We arrange and conduct family meetings to educate, involve and prepare the next generation to become custodians of wealth. Working as part of a team we help develop advanced wealth transfer strategies to enhance existing plans. Planning your legacy is not simple, it takes time, understanding and commitment. Learn More