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?