STEP CONFIDENTLY with transition planning
Life is continually changing, and it can sometimes be challenging to move from who you once were to who you are becoming. Through an empathic approach, our team can help shepherd you to where you want to be. Whether you’re navigating retirement, divorce or widowhood, we can guide you with the information you need to step forward confidently.
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The period right before retiring can be tricky for investors to navigate, so we dedicate the time to plan for all scenarios. This starts with knowing your numbers – what your expenses and income will be, the ideal age to begin claiming Social Security, and what your healthcare costs are forecast to be. We’ll also help you envision the sort of lifestyle you want to have and encourage you to test-drive your choices. When you’re ready, we’ll restructure your portfolio for retirement with an eye on tax efficiency.
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After the loss of a spouse, there comes great emotional upheaval coupled with big decisions about how to move forward. We know and understand the opportunities and pitfalls that come with these kinds of transitions and can help you navigate your financial future at your own pace. Our team will be a source of support and guidance throughout each stage of your life.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.