LIFE EVENTS
LIFE CHANGES. YOU PLAN MUST, TOO.
As time goes on, and you achieve certain milestones, your financial life changes along with other aspects of your life. These changes affect both you and your family. That means your plan needs to change, too. Whether you’re getting married, having a baby, reaching retirement, reaching a major milestone, or going through a major life event, you need to plan for it. We suggest you begin the process by assessing your current income needs, investment profile, and financial goals.
When your life changes, your financial life does too. We can help you prepare financially for major milestones — from beginning a new career to leaving a legacy for your grandchildren — with more confidence.
Planning for every stage of life
An advisor will take a look at your specific financial needs, including your current situation and your goals for the future. Together, you’ll work to create a financial plan that addresses your immediate needs and your future dreams.
Life-changing events
- Inheritance
- New baby
- Marriage
- Divorce
- Home buying
- Loss of spouse
- Job loss
- Job transition
- Home downsizing
Your financial goals
- College education
- Business ownership
- Investment planning
- Estate planning
- Insurance
- Long-term health care
- Charitable giving
Estate Planning
It’s never too early to begin thinking about your legacy or to design your estate plan. Your legacy transcends money — it also encompasses your values. A plan is an important part of your ongoing financial goals. Designing a legacy that is consistent with your vision and values is a personal and complex process. To [...]
Retirement Planning
Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to financial risks, and being prepared for the unexpected.