Life Changes

When life takes a new direction, the financial implications can be daunting, but with the help of a dedicated partner, these periods can be handled smoothly and efficiently. Personal changes can sometimes have unique challenges. Whether you’re newly single, newly married, have a newborn, suddenly a widow or widower, or just recently lost a cherished member of your family, we can work together to objectively provide a customized solution. Changes at work can sometimes have immediate and long term financial and tax consequences. Whether settling into a new position or career, trying to determine what to do with your former job’s retirement plan, trying to determine which health care plan is best for you at your new job, managing an inheritance, or selling your business assets, John can work together with you to arrive at the solution that best meets your objectives and goals.