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Life Events

Loss of a spouse – The loss of your spouse has left you feeling alone and anxious. You used to make important decisions together. Well intentioned people, including family members, are asking you to make those decisions on your own. You know you have to act, but you’re not sure what to do. Some decisions need to be made right away, while others can wait. Wouldn’t it be nice to have a team of professionals to guide you through the process?

Divorce – You never expected this to happen. For years, you planned and saved together and you did well. Now you are questioning your finances. Will you have enough money to retire? Should you sell your home? How will your children’s education be affected? Will your Social Security benefit be affected? You realize that from now on, your financial future is completely up to you. You can do this, but where do you start?

Inheritance – You have recently come into a significant sum of money. You want to be a good steward of that asset and you have a few ideas for the money. However, you’re concerned you could make a mistake and you worry that one misstep could result in money needlessly lost to unsound investments and taxes. Should you pay down debt, save for your child’s education or put it away for retirement?

Sale of a business – You have spent your life building a successful business. For years, it provided the resources you needed to support your family and educate your children. Now you’ve finally decided to sell your business and move on to the next adventure. But what do you do with the proceeds of the sale? How will you replace the income your business once provided? Do you want to spend the rest of you life managing this money or enjoying your life?

Responsible Party – You’ve always been the one that people can count on. You are caring, trustworthy and thoughtful. You make good decisions and people respect you. Maybe that’s why you now find yourself responsible for managing someone else’s financial affairs. Whether it’s a parent, an elderly neighbor or acquaintance, you want to make the right decisions. You know you could use a second opinion and you don’t want to waste time listening to a sales pitch from a “financial advisor” who is only interested in selling you a product.