Transition Services Life EVENTS HappenOften changes in your life require an assessment of your situation and a plan to help you and loved ones move forward!If you are in Transition and know it is in your best interest to map out a financial plan that would best work for you, we are an objective professional team that assists YOU with important decisions during a transition or a life change JOB CHANGE Retirement Account Options Net Unrealized Distributions 72T Roth Conversions Income Budget Analysis DIVORCE QDRO Family Matters Equitable Distribution Reallocations DOWNSIZING Smaller Home Rebudgeting Long-Term Care Distribution Plans DISABILITY Estate Planning Strategies Succession Survivor Benefits Stretch IRAs DISABILITY Income Replacement Social Security / Work Comp Medicare / Medicaid Special Needs Consults IF YOU ARE RETIRING, OR CHANGING JOBS AND ARE ELIGIBLE TO RECEIVE A LUMP SUM DISTRIBUTION FROM YOUR COMPANY RETIREMENT PLAN YOU HAVE ONLY THREE CHOICESTake a distribution in cash and taxes now.Roll retirement assets over into an IRA and avoid the current taxes.Roll Retirement assets into an IRA and convert to a ROTH.If you are looking for a CHANGE. If you want to better understand your CHOICES. If you are interested in a CONSULTATION Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.