LIFE HAPPENS: - Marriage—first marriage, re-marriage or child’s marriage
- Children—birth/adoption of a child, birth of a grandchild
- Divorce—divorce/separation for the client or their child
- Education and empty nesting—child begins college or leaves home
- Family support—parent or relative moves in, relocation of a parent to assisted care
- Health—chronic illness or disability of client, spouse, parent/grandparent, or child
- Death—death of spouse, parent/grandparent, or child/grandchild
- Employment—starting a new career, job relocation, losing a job, spouse work status changing
- Real Estate—purchasing or selling a home or other property, renting property
- Retirement—client retires, spouse retires, relocating for retirement
- Legacy—leaving a legacy, receiving inheritance
- Business owners—starting, selling or refinancing a business, business failure
Creating a financial plan gives you a roadmap to achieving your goals. No one strategy fits everyone, which is why every client gets our undivided attention. Our priority is helping you take care of yourself and your family by: - Formalizing, prioritizing, and documenting your goals
- Coordinating your investment, insurance, tax, retirement, and estate planning strategies
- Reviewing and adjusting strategies to maintain alignment over time
- Proactively managing risk across all aspects of your financial life
- Measuring and reporting progress against your goals
- Monitoring changes in your life and family situation and recommending adjustments to your strategies as needed
- Remaining up-to-date on economic, tax, and financial market changes and legislation
- Developing tax-advantaged wealth transition strategies for retirement and estate planning
- Serving as a single point of contact to coordinate services and expertise across multiple disciplines, such as mortgage services, insurance, employee benefits, trust services, business succession planning, etc.
- Working with your tax and legal advisors to coordinate and implement guidance
Feel free to contact the office if you’d like to discuss further. My goal is to become your investment professional for life. Not merely someone who watches over your investments from time to time, but a friend who watches out for your financial wellbeing all of the time. -Jeff |
