Divorce
An unfortunate circumstance. Divorce is one of the most difficult life changes. Financial planning for life changes like this one helps you understand your options. We also help you decide on your next steps, so you can move forward with a clear plan. Click below to learn how we help with divorce financial planning.
Read MoreInheritance or Settlement
Don’t wait until it’s too late. Receiving a large estate, a life insurance policy or a court settlement can be overwhelming. Each type of asset has its own tax treatment. Inherited retirement accounts, for example, have their own withdrawal rules. That is why we help you form a plan before you make big decisions, so the money has a lasting impact.
Learn MoreLong Term Care
When it is time for help, the right plan matters. A long-term care need can change your plan overnight. Because of this, we review your options with you and your family. Then we build those needs into your financial plan, so your loved ones know what comes next. Options tend to narrow with time, so it pays to start early.
Learn MoreEmployment
Career changes affect more than your paycheck. A new job can change your 401(k), company stock and other benefits. When your employment changes, we adjust your plan. We also make you aware of every change in your benefit structure that affects you. For example, we can review a pension lump sum or company stock before you roll it over.
Read MoreMarriage and Family
Getting started on a new chapter together. Marriage and children bring big decisions, such as whether to combine finances. In addition, couples need to plan for major purchases and retirement. We help you answer these questions together, so your plan fits your household. The earlier you start financial planning for life changes like these, the more durable your plan will remain.
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