Our goal is to provide planning for the Critical Financial Events in your life to help ensure that you achieve your wealth and lifestyle goals. Your life will have its own pattern of Critical Financial Events. Some are predictable and some may be random or unexpected. Critical Financial Events can include:
- Retirement, Sale of a business, Inheritance
- Kids to college, Sale of assets, Family security
- Travel and Fun, Leave a legacy, Vacation home
- Loss of spouse, Divorce, Critical illness, Disability