Whether you are moving through a financial transition unexpectedly or purposefully, please know you are not alone. You deserve to have an experienced guide help you map out your new chapter on your terms.
Financial transitions can be deeply personal and emotional, and we understand that. If your transition is difficult, we hope to make it easier. If it is going well, we strive to make it better.
Below are some of the services women in financial transition have benefited from when working with us.
Our Certified Financial Transitionists (CeFT), have specialized training in financial planning and wealth management in the face of personal transition including divorce or death of a spouse. We employ an array of specific strategies, processes, and services to help make your situation less stressful and more productive.
Strategic Asset Management
You can rest assured that you and your money are taken care of when you use our full service offerings. When your needs change, we work closely with you and adjust your strategy to prepare for capital protection, asset growth, business succession, retirement and more.
Start early on your retirement planning by developing a wealth accumulation plan with us, based on your specific goals and objectives. As you approach and enter retirement, we guide you on critical decisions and implement a strategy that will secure your financial vitality permanently.
There are many options for you to consider as you plan for the education costs of your child or grandchild. We can help you take advantage of investment vehicles such as 529 college savings accounts and specialized trust vehicles to support your goals.
Estate planning helps ensure that your assets are designated for the use you have intended. Our assistance may include forming trusts and family partnerships, working with your attorneys and tax professionals to select the right structure and asset flow for your personal situation.
Many people don’t consider the need for insurance and how it can impact their wealth. If you want quality insurance alternatives that offer a layer of safety for you, your family, your business, or your organization, we can help.
Wealth management and tax planning are interrelated and should be treated so. With our team’s guidance, you can put yourself and your family in a better position to meet your future goals by implementing a strategic tax strategy.
Cash Flow Management
Effectively managing your cash flow is essential to protecting your wealth. With your goals in mind, our team can help you invest cash strategically and manage cash distributions for purchases and payments as needed.
We know life transitions are hard. Let us help make things easier for you.