Planning for Life Events

There are many important milestones that families experience, including: marriage, divorce, career change, children, retirement, home purchase, education, and more. With a vested interest in our clients' long-term success, we work diligently to ensure they are prepared to meet life's milestones:

• How much do we need to be setting aside for retirement now?

• How much do we set aside for our child or grandchild's education?

• How will a job change at this point in our career affect our retirement planning?

• Can we afford to have a second home?

• What insurance coverage do we need to protect our family and assets?     

• What tax-efficient investment strategies are available?

• How do I create a new roadmap for my own retirement after divorce?

• When is the best time to refinance or upgrade our home?