Major Life Events

Prepare for All Possibilities

• Starting a Family: Whether you are getting married or welcoming a child, saving for the future will be high on your priority list. Talk to us about life insurance, college savings, and building wealth for the long term.
• Changing Jobs: If you are like most people, leaving your retirement money with your former employer doesn’t feel right. We can help you take your 401(k) and roll it.
• Saving for College: Are you dreaming of sending your child or grandchild to college without major student loans? Provide for your little ones and consider opening a dedicated account with us.
• Moving: Whether a change in your investments or retirement accounts is needed or not, we know that a local set of eyes is valuable. Our advisors are happy to watch over your accounts for you.
• Inheritance: Your loved ones planned ahead and included you in their estate. Now it’s time to make the most of what they provided for you by considering tax consequences and financial options, whether it be IRAs, annuities or mutual funds. We’re prepared to help.
• Retirement: We all want to get there at some point, and planning ahead will make a big difference. Sit down with us to discuss how to get you on the right path.
• Selling Your Business: You’ve built a business through your own hard work. Consider the options for your hard-earned proceeds with our guidance.
• Financial Windfall: Congratulations! You’ve come into a large sum of money – now how to best invest it? We can help you plan and strategize to try and make the most of it.