Life Changing Events

There are certain events that impact our lives emotionally, structurally, and financially. As we enter different stages in life, my team is committed to working with you to better understand what issues are most important to you.

We have helped several clients through challenging life events such as:

  • Taking care of an ailing parent
  • Death of a loved one
  • Dealing with a disability
  • Divorce
  • The empty nest
  • A second marriage
  • Downsizing the home
  • Transitioning a career
  • Approaching retirement
  • Estate settlement

If you are going through any of the life events listed above and would like to speak with someone, we can help.




Collaboration and Partnership


Our role is to first understand what your needs and priorities are.

Using well researched ideas and unbiased recommendations, we will present to you the best solutions available in the market place.

As a partnership, decisions will be made together. By operating in this fashion, you will always invest in securities that you are comfortable with. The success, growth of your portfolio, and attainment of your goals will be the result of an on-going collaborative and joint effort.

If you are looking for this type of relationship, we welcome the opportunity to meet with you.

If you would like to revisit your wealth strategy, please take a moment to complete this form.