Transition Services
Life EVENTS Happen
Often 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 CHOICES
- Take 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.