Registered Investment Advisors

CONNECT

Address:

15760 Ventura Blvd., Suite 1520
Encino, CA 91436

Phone:

818-995-3500

Fax/Other:

818-995-8508

Coping With Life Changes

As we go through life, our circumstances periodically change.  When they do, it's essential to take a new look at our finances, and make adjustments and decisions to deal with our new responsibilities and opportunities.  It's also wise to prepare in advance for changes that are sure to happen, or that have a significant possibility of happening.

 

We have specific processes for helping our clients with each type of “mid-course correction.”  Here are a couple of examples, with some (not all) of the points we address.

 

Divorce

 

Death of a Parent or Spouse

 

These are just two of many life events for which we help our clients.  See below for a more complete list.  For a free information packet on any of these events, just call our office at 818-995-3500. 

 

     Changing Jobs

     Becoming Unemployed

     Getting Married

     Starting a Family

     Buying a Home

     Saving for College

     Starting a Business

     Closing a Business

     Managing College Expenses

     Getting Divorced 

     Planning for Business Succession

     Financial Windfall

     Caring for an Aging Parent

     Planning for Retirement  

     Nearing Retirement or Retiring

     Long-Term Care Planning

     Planning an Estate

     Death of a Parent

     Death of a Spouse

 

For a free initial consultation regarding any aspect of your financial affairs or concerns, please call us at 818-995-3500.

 

 

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Check the background of this financial professional on FINRA's BrokerCheck