SUPPORT

    You’re Not Alone

    No matter what financial challenges you find yourself up against, you don’t have to face it alone. We can help you manage the financial implications associated with a major life transition.

    In addition, if your just seeking guidance for financial clarity and confidence, we can help put you on a path toward wealth and independence.

    Divorce

    Divorce

    Divorce can be a particularly challenging transition, as your financial issues may be complicated by legal and emotional matters.

    As a Certified Divorce Financial Analyst® (CDFA®), Craig can help you through the often difficult process of taking charge of the solo finances you’re left with after divorce proceedings.

    Loss of a Spouse

    Loss of a Spouse

    Losing a spouse can throw your finances into chaos. It’s not just about the money, but all the things your spouse used to do.

    Now you’re responsible for all of it. As an Accredited Investment Fiduciary Analyst® (AIFA®), Craig will work in your best interests to help you make sense of everything.

    Retirement

    Retirement

    Whether you’re planning for, nearing, or living in retirement, it’s important to have a source of income that will help you live comfortably.

    As a Chartered Financial Consultant® (ChFC®), Craig takes the time to understand your intentions and desires for your retirement years.

    Selling a Business

    Selling a Business

    When the time comes to sell your business and move on to other opportunities, it’s important to make sure you’re ready from a financial perspective.

    You need a financial consultant who understands the distinct needs of business owners. We’ll help you make sense of the financial implications of selling a business and transitioning to another source of income.

    Inheritance

    Inheritance

    If you’re planning to leave an inheritance to your family or to a charity, you may face complex financial and tax implications. If you’ve received an inheritance, it can be difficult to adjust to your new responsibilities.

    We’ll guide you in a way that acknowledges your circumstances while respecting the complexity of the inheritance process.

    Career Transitions

    Career Transitions

    When your career changes, your income may change, too. This can bring challenging financial expectations and obligations.

    We can help you understand your options and responsibilities during these transitions. We’ll show you how your portfolio may need to change and what you can expect during and after your transition.