When You Need Us
Anything that affects your life in a big way affects your finances. We’re your second phone call. When something big happens, call your spouse, your family, your best friend. Then call us.
Personal Events:
- Change in marital status
- Birth of child/grandchild
- Death of a family member
- Inheritance or large windfall of money
- Purchase or sale of property
- Health changes to you or your family
- Large expenditure(s) are on the horizon
- Getting serious about preparing for the future
Business Events:
- Change of job/career
- Purchase or sale of business
Important Questions:
- Do I have enough?
- Should I worry about cash flow?
- Are my taxes too high?