We specialize in serving people in transition, individuals experiencing life-changing events such as retirement, change of employment, and business succession.  Typically, this means people who, as a result of change, face significant financial decisions at a delicate time in their lives and want professional assistance.  As a result of this focus, an important part of our business is dedicated to working with women in transition due to death of a spouse, divorce or other life-changing events.

Do you have any of the following questions?

  • Are you managing your investments on your own for the first time?
  • Are you facing an overwhelming mountain of administrative responsibilities in the aftermath of a loved one’s death or other life changing event?
  • Did you receive a lump sum of money that you need guidance on?

We have vast experience in helping people successfully transition into the next phase of their lives. Our Transition Process will help guide you through the many financial and administrative decisions that must be made following your life changing event. We help you determine your immediate needs and help establish a plan to ensure sufficient liquidity to meet those needs.  We then help develop a suitable spending plan for the future.  Our ultimate desire is to help you feel comfortable knowing you have a plan to manage your future cash flow.