As we go through life, our circumstances periodically change. When they do, it's essential to take a new look at our finances, and make adjustments and decisions to deal with our new responsibilities and opportunities. It's also wise to prepare in advance for changes that are sure to happen, or that have a significant possibility of happening.
We have specific processes for helping our clients with each type of “mid-course correction.” Here are a couple of examples, with some (not all) of the points we address.
Death of a Parent or Spouse
These are just two of many life events for which we help our clients. See below for a more complete list. For an information packet on any of these events, just call our office at 818-995-3500.
For a complimentary initial consultation regarding any aspect of your financial affairs or concerns, please call us at 818-995-3500.