Life Milestones require Advice!

Life Milestones

We tailor your financial plan based on where you are in your life.

First job

  • Begin funding a retirement account
    • 401(k)
    • IRA
  • Get a credit card

Getting married

  • Discuss first home
  • Discuss disability insurance
  • Diversify your portfolio

New child

  • Develop a college savings plan
  • Discuss life insurance
  • Establish basic estate plan
Changing jobs/Divorce/Remarry
  • Consolidate 401(k) assets from previous employers into a rollover IRA
  • Mortgage refinance/New mortgage
  • Update will/Trust/Power of attorney

Retiring parents/Parent care

  • Explore assisted living options
  • Create a comprehensive estate plan
  • Ensure retirement income

Planning for your retirement/Kids leave for college

  • Develop a retirement plan
  • Finance college education
  • Diversify your portfolio

Legacy planning

  • Transfer of assets to beneficiaries
  • Purchase second home
  • Diversify your portfolio

Early retirement

  • Utilize advanced estate planning techniques
  • Establish retirement income distribution strategy
  • Explore charitable giving options

Late retirement

  • Update will/Estate plan
  • Start taking IRA required minimum distributions at 70 1/2
  • Manage medical expenses
  • Make assisted living arrangements

The planning process we engage in is not a once in a lifetime event. It is evolutionary, taking into account ongoing changes in your life, your resources and the financial decisions you need to consider. It is customized to your objectives, priorities and values. It is comprehensive and integrated, capable of addressing a wide range of financial circumstances and concerns.

Don’t let your dreams fade. Contact us today for a consultation.
Together we'll chart a path to your future.


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