A clear path for retirement income… A clear path for making work optional… A clear path for navigating life’s difficult transitions… A clear path for juggling business and personal financial success…

Challenging Life Events

Planning for Personal or Business Transitions or Challenges

What to do with an inheritance, bonus or other large financial gain

Buying, selling or starting a business

Death of a partner or spouse

Changing jobs/layoffs- what to do with retirement plans and other benefits

Deciding when and how to take Social Security or a pension

Caring for an elderly parent

Counting Down to Retirement or Semi-Retirement

Getting Married