Thoughtfully managing a windfall
Receiving a substantial sum of money presents opportunities, but also challenges. This contradiction extends to the emotions you may feel after a windfall, whether through inheritance, the sale of a business, lottery, divorce or a legal settlement. That’s why it’s important not to rush into anything. As your experienced guide, we give you the time needed to get used to your new situation and face crucial decisions with clarity of mind.
Our team provides a thoughtful approach to this transition, along with experience, deep resources and long-term planning tools. As you go about creating the life you have envisioned, we can help you reflect on the possibilities for your future. We then craft strategies that are designed to go far beyond the basics to help make your vision a reality.
If needed, we can also assist in coordinating a team of professional advisors who will put your interests first. The result is a comprehensive financial plan that helps give you the confidence that your goals are within reach.
- Wealth & Investment Management
- Insurance & Annuities
- Estate Planning
- Strategic Charitable Giving
- Risk Management
- Business Succession Planning
- Cash Management