Planning for Different Financial Transitions
Divorce
From dividing assets to updating wills and beneficiary designations on retirement plans, we’ll offer a clear protocol so you know exactly what needs to be done without worrying if you’re missing an important piece of the financial puzzle.
Loss of a Spouse or Parent
Losing someone as important as your partner or parent can feel impossible to plan for. During this incredibly difficult time, we’ll support you in managing the complicated financial repercussions, including the loss of part of your household income, a life insurance payout, or inheritance.
Selling a Business
Some transitional periods have a bit more preparation involved, such as selling a business. In the lead-up to the sale, our business succession planning experts will protect your best interests as you move on to the next stage of life without your company.
Retirement
From portfolio diversification to planning for income during retirement, our retirement experts will curate a custom plan that instills confidence in your retirement savings — no matter how far away that is.
Personalized Transition Plan
An individual’s financial plan is often influenced by simultaneous transitions. For example, a couple starting a college savings account for their child may receive a large sum from a legal settlement. Because of these multiple factors at play, AMG Wealth Advisors customizes every transition plan to account for all aspects of a person’s financial picture, leaving space to adjust for any other unexpected events that may come to pass.