Helping you
navigate the transitions in life

Life doesn’t stand still and each of us must navigate its many twists and turns. You can count on us for the financial guidance you need to prepare for and adapt to changing circumstances. Our ongoing goal is to serve as your financial partner for life. Your life.

You’ve likely thought about what retirement will be like, but have you defined the details that will make up the next phase of your life? Now is the time to nail those down and identify your short- and long-term goals. Remember, retirement isn’t an endgame; it’s a full and active part of your life that could last a long time, so you’ll want to be as confident as you can – financially, emotionally and physically.

In addition to the emotional turmoil, losing a spouse has major financial implications regarding issues such as life insurance proceeds, Social Security and the retitling of financial accounts. You may be managing your financial affairs on your own for the first time and concerned about having sufficient income to maintain your lifestyle. We are here to help you address these issues.

Moving to a new position or occupation can certainly be a time of celebration, but also of cautious concern regarding your financial life. We are here to help reassess your financial situation and adjust your goals and financial plan as necessary, consider the company benefits at your new employer, and address the different options regarding your previous employer’s 401(k) plan.

Selling your business can be a highly emotional experience, but still requires you to make sound financial decisions. We can provide assistance in the sale of your business, including business valuation, reviewing your options for buyers and facilitating the selling process – then help transfer wealth out of your business in a tax-efficient manner with an appropriate exit strategy.

Client Travels
An investor
without investment objectivesis like a traveler without a destination.
Ralph Seger