• 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.