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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?
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