When To Get Advice
We believe that as a rule of thumb, you should consult a Certified Financial Planner (CFP) when something happens in your life that has a strong positive or negative effect, such as marriage or divorce, birth or death, a new job or loss of job, or even a multi- quarter or multi-year ride or decline in the markets. We have specialized in the following life-changing events:
- Retirement
- Job Change
- Divorce Settlement
- Providing for a Surviving Spouse
- Caring for Aging Parents
It is strongly recommended that you get advice before proceeding with any of the following:
- Selling or starting a business
- Accepting a retirement offer
- Marriage/Re-Marriage/Separation
- Selling a property other than your principal residence
- Changing your country of residence
- Receiving an inheritance, Receiving a windfall, or lottery winnings
- Purchasing a major investment
- Incorporating, or starting a partnership venture
- Taking out or the renewal of a loan or mortgage
- Purchasing Life or Disability Insurance
- Signing a new will
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