Retirement

Don’t leave your retirement to chance. Imagine a retirement where you can confidently enjoy the lifestyle you’ve worked so hard to create, without worrying about running out of income. 

Together, we’ll:

• Design a personalized, tax smart income strategy that aligns with your goals.

• Track your progress and make adjustments as life evolves.

Navigating Divorce

We will help you establish financial stability in the wake of your divorce by providing valuable information on financial issues related to  dividing retirement plans, tax consequences, and more. We work alongside your divorce team and help you make sense of various proposals. After your divorce is finalized, we will continue to guide you through comprehensive wealth management with advanced financial planning, giving you peace of mind as you transition into your new life. 

Loss of a Loved One

We help you navigate the financial and administrative challenges of loss and succession:

• Asset & Beneficiary Management: Coordinate transfers, trusts, and inheritance distributions

• Bill Pay & Cash Flow Oversight: Maintain financial stability during transitions

• Minimize estate or inheritance taxes and ensure regulatory compliance in coordination with your tax and legal team

• Equip the next generation with financial savvy, guided by the highest standards of Certified Financial Planning excellence

• Ongoing Fiduciary Support: Compassionate guidance to simplify complex financials and reduce stress 

Career shifts

Navigating a job loss or career shift can be challenging. Whether it’s making your way to your next employment opportunity, electing new benefits, or making sure that your investments are working hard for you as you change retirement plans, we can help. 

Caregiver Support

When you care for someone, managing your time and energy is essential. We simplify the financial side of caregiving by helping you:

• Manage assets and bill pay

• Plan for long-term care, insurance, and potential future costs

• Protect your family’s legacy with estate and trust strategies

• Coordinate with legal, tax, and care professionals

• Gain peace of mind with a dedicated team

Compassion. Clarity. Confidence. Your caregiving journey deserves all three!