Our clients depend on our guidance when they leave an employer with stock options, need to financially reset from a divorce, receive an inheritance, change jobs and have questions about consolidating retirement plans, exit an owned business interest or commercial property, have questions how to care financially for a special needs child or relative, among other life pivots—all involving assets and how to manage those assets.
Our services include the following and more.
- Customized analysis of your life pivot
- Explanation of your options
- Strategy development so your assets align with your goals
- Implementation of the strategy you choose
Let’s discuss your particular situation.