Frequently, asset accumulation, distribution and transfer needs are discovered during a significant life changing event like a divorce, changing jobs, selling your business, receiving an inheritance, retiring or some other life changing scenario. If you are facing one of these scenarios or something similar, then please give me a call. I am always glad to help.
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~ Tom Herrin, CFP®, CLU®, ChFC®
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.