On issues of sudden wealth, wealth management and retirement asset transfers and distributions . These areas often require highly specialized training and planning due to their complexity and consequences. Few professionals have the depth of knowledge in taxation, estate planning, investments and coaching skills to successfully guide clients to implement smart choices about wealth and wealth transfer in the way that we do. Almost everyone will encounter one or more of these problems in a lifetime. Half of all marriages in America end in divorce.
Divorce results in asset splitting.
Men and especially women, find themselves coping with a host of new financial issues. With our coaching, divorcees reverse the train wreck of high taxes, bad investments, poor cash flow planning and poor direction to get beyond their nightmare and begin to live a life of their dreams. Nearly everyone will retire and begin to take required distributions from their retirement plans. Many will inherit money, receive an insurance settlement, cash out of work with benefits like stock options or receive lump-sum distributions from a variety of sources. If you, or someone you know is in one of these situations, we can help.