Financial Planning for Every Stage of Your Life

When life changes in a small or big way, so do your financial needs. We can help you prepare financially for major milestones — from your wedding day to your growing family — with more confidence.

If any of the descriptions below fit you, you could benefit from professional financial advice:

1. You’re retiring soon 

Maximizing retirement income requires smart decisions around complex topics such as Social Security, 401(k) and IRA withdrawals and strategies to minimize unnecessary taxation.

2. You manage your own investments

We welcome clients with the time and desire to manage their own investments. With that being said, the planning that surrounds these investments are vast and many do it yourself investors find that the strategies and knowledge we bring to the table are a perfect compliment to managing their own portfolio.

3. You have children

Whether you’re saving for college or planning their inheritance, there are several ways to ensure your children are taken care of.

4. You inherited money 

Have you noticed lottery winners often declare bankruptcy? It can be difficult to manage sudden increases in wealth.

5. You have a financial advisor 

Depending on how you chose your advisor, there may be a better one for you. Family referrals are convenient but don’t always produce results. Obtaining a second opinion at no cost can reassure you that your existing relationship is great or may identify a need to expand your team.

6. You’re divorcing 

Untangling finances in a divorce can be messy. Impartial advice is key.

7. You want to build wealth

 If you’re still decades from retirement, good decisions today can add thousands to your retirement accounts.