You lack confidence in your current financial plan and want to know what you don’t know to help remove uncertainty and bring security.
Managing your assets has become increasingly stressful on your own.
You are unhappy with your current advisor.
You want to collaborate with a financial professional before making big financial decisions, such as deciding when to retire.
You realize you have handled most (if not all) of your investments, and your spouse needs someone they trust and can turn to for help if they outlive you.
You retire or change employers.
You need help deciding when to take your Pension or if it’s better to take the lump sum payout.
You want advice on a tax planning and minimization strategy when it comes to managing your investments.
You have a large amount of cash, such as after selling property or a business.
You receive a significant inheritance.