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Critical Financial Events

Client Centered

Throughout life there can be many Critical Financial Events that are sometimes predictable and sometimes random or unexpected.  It is important to understand the profound impact these events can have on ones’ finances and their lives.

Critical Financial Events may include the following:

  • Sale of Assets
  • Vacation Home
  • New Child or Grandchild
  • Education Expenses
  • Loss of a Spouse
  • Travel and Fun
  • Leaving a Legacy
  • Retirement
  • Age 59 ½
  • Divorce
  • Illness
  • Inheritance
  • Sale of a Business
  • Family Security
  • Disability
  • Dream Home

We can help you and your family develop a strategy for the expected and unexpected as your life will have its own pattern of Critical Financial Events.

Schedule your Appointment Today!