Life Events
As you go through life, certain "life events" will stand out in your mind. Some, you wil gladly meet with great excitement and anticipation while others will be difficult to navigate through.
Whether they are easy or difficult, we find that these events typically involve making very important financial decisions and it is at these critical times, you will need professional financial advice and guidance. We find that this is where we do some of our best work. You may find yourself:
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Entering retirement or recently retired.
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Suddenly single due to a divorce or loss of your spouse.
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Experienced a liquidity evet because your recently sold your business, received an inheritance or sold your home or rental property.
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Changed jobs or even your career and need to take control of your previous retirement accounts with your own IRA.