Consultative Engagements

Get help tackling the financial problem at-hand.

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Consultative Engagements

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.

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Disclosure

Please direct all questions to ask@mystages.com
Osaic Wealth Form CRS
The information provided is derived from sources deemed to be reliable. It is not intended as tax or legal advice, which we do not provide. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security, which may only be sold by individual recommendation.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
We are registered to sell securities in all 50 US states.
We are licensed to sell insurance in all 50 US states.
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NextPhase™ is a retirement program offered exclusively through Osaic Inc., which owns our broker-dealer, Osaic Wealth.
MyStages® is a consumer wellness program by Signature Financial Solutions, LLC.
Signature Financial Solutions, LLC
1511 N Westshore Boulevard
Suite 1100
Tampa, FL  33607
Main Office: 813-287-8800  |  ask@sfsfirm.com
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