Transition Strategies

Life is full of twists and turns, and every transition you go through has unique financial opportunities and challenges. No matter what phase of life you’re in, you can rest assured that we will be by your side helping you execute the right strategies to maximize and protect your assets. Here are the top 10 life stages where we can make a big impact on your financial strength and wellbeing.

New Job or Career

A new career is an exciting time. Focus on the things you love to do and let us help you determine the right financial roadmap for you. Whether reviewing an existing 401k retirement account or just beginning your financial journey, we provide sound solutions to help preserve your wealth for the future.


Planning for a marriage is an exhilarating time when two people come together to share life’s journey with mutual goals. Don’t forget about sharing a sound financial strategy to provide the life you envision for your family. We assist new families with a sound financial strategy, insurance and annuities to see you through all stages of life. Second marriages bring new questions with various sources of family wealth, assets, debt, children and grandchildren, we help you sort it all out with a roadmap that fits your family goals.

New Home

Protect your new investment along with the comfort and security of your family. Life insurance can help make sure that your family can pay the mortgage should something unfortunate occur. Now is a great time to create a budget if you don’t have one and map out your financial strategies.

Starting a Business

Entrepreneurship is the American dream. Meet your business goals while protecting your assets with sound business planning. We explain the many financial tools available to you as a self-employed or small business owner such as a Simplified Employee Pension (SEP) or a small business retirement plan.

New Baby

Most new families are just beginning to build a safety net. We offer several affordable options to protect your new family such as income replacement and life insurance products to provide peace of mind.

Death in the Family

It’s difficult enough to deal with a death in the family on top of funeral or ongoing expenses. We help you get through this difficult time and offer estate planning services to protect your assets for the ones you love.

Suddenly Single

We’ll help you stay on track with your financial goals with products to grow your wealth and protect your assets. You’ll meet with a financial professional who understands your concerns, advises, and provides financial strategies to help meet your goals.

Children Entering College

There are many ways to save for college in addition to a 529 plan. Cash value life insurance provides a living benefit that can be used for college without disclosing in Free Application for Federal Student Aid (FAFSA). This is just one way we can help you to help your children reach their educational goals.

Empty Nest

Now that the kids are gone and the day to day hustle and bustle has slowed down, you may have new personal and financial goals. Make sure that you can do the things you want to while preparing for a comfortable retirement. Now might be a good time for catch up contributions to a 401k or IRA and to consider long-term care insurance.


Whether you want to spend more time with friends, spoil the grandchildren, travel the world or all of the above, we analyze the best retirement plans to get you there. We talk about your retirement savings with your goals in mind while helping you plan for unexpected expenses and market fluctuations.



Subscribe to our Newsletter