Individuals
Whether it’s by choice, or any number of events, individuals can find themselves at life changing crossroads.
Having experienced the loss of a loved one and divorce in our own family, our team understands that these are emotional times in your life, and we’re here to help in a compassionate way.
Over the years, our team has supported our clients experiencing change. In some cases, by preparing for an unfortunate future event, and in others, helping to sort through a sudden and unexpected loss. With a focus on planning and education, our goal is to provide professional guidance, a better understanding of what life will look like in the future and the confidence to move forward.
Our belief is that you don’t always have control over the circumstances and events that life presents you. Yet you always have control of how you react to those events. Therefore, it’s important for our clients to know that they have a trustworthy partner upon which to depend.
- Professional Referrals
- Relocation Planning
- Income & Expense Analysis
- Asset Inventory, Education & Consolidation
- Long Term Planning Projections
- Health Care Coverage Evaluations
- Investment Rebalancing Based on Changing Goals
- Initiate Claims & Evaluate Insurance Coverages
- Review Disability and Long Term Care Coverages
- Estate Distribution Assistance
- Re-titling of Assets & Accounts
- Beneficiary Designation Changes
- Updated Estate Documents
