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

  • 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?