A couple retires and moves to a new location triggering the need for a new investment manager closer to their new home.
Women in Transition
A woman is widowed or divorced and seeks a trusted advisor she can depend on to help her shape a secure financial future.
An individual receives inheritance or insurance proceeds and seeks a trusted advisor to help him or her be a good steward of the funds received.
A veterinarian who has worked to build a practice and is seeking help in determining how to meet his or her personal goals including retirement.
A dentist who is looking for guidance in meeting his or her personal and professional goals, whether establishing or joining a practice, or winding down to maximize investment income to replace earned income.
A doctor or other medical professional who is setting up, building and/or selling his or her practice and seeks help in maximizing the transition both professionally and personally.
A business owner who sells his or her business and needs an investment manager to help develop a plan and manage the assets from the sale.