
Many of our clients seek our financial planning services in response to a life event such as a job loss, retirement, separation, divorce, death, illness, or sudden wealth. There are many financial decisions that need to be made at such times, and they are often time-sensitive. Our clients ask many
financial questions related to these life transitions such as, "What are the tax implications?" or "Will I run out of money?". We help you understand your options and guide you, so that you can confidently make informed financial decisions about your future.