Broker Check

Life Event Planning

<strong>Adjusting your plans for life's changes</strong>&#160;

Adjusting your plans for life's changes 

  • Analyze the impact of your financial plan in the case of life events such as:
    • upcoming retirement
    • birth
    • death
    • marriage
    • divorce
    • inheritance
    • education
    • job/career change and
    • major purchases

  • Update personal family information as it changes

  • Recommend age at which to take Social Security and suggest options for pension plan payouts

  • Run "what-if" scenarios for future expense needs

  • Assist with date-of-death values and transfers