Transitional Wealth Planning
Our Wealth Management Team specializes in providing services to individuals and families with assets in one of the following life transitions:
Retirement – Assist clients to stack income sources to meet retirement needs, and how to leave a legacy to loved ones or charitable interest
Business Owners – Coordinate various professionals to manage before, during, and after a business liquidation or sale
Change in Marital Status – Assist to understand the financial impacts of a settlement agreement, and how to protect and grow their assets
Inheritance – Identify what actions you may need to take, what to expect, and strategies for handling your inherited assets.
Sale of Real Estate – Assist to understand the financial impacts of a potential sale or exchange of real property
Job/Career Transition – Aggregation of retirement accounts and investment management needs
We help you navigate through these transitional periods with our knowledge, experience, and integrity so you can reach your Preferred Outcomes®.