Clients may need our services during important events in their lives

• Unsure of their own or other's skills maintaining financial security
• Promotion, changing jobs or contemplating a sea or tree change 
• Nearing or thinking about retirement
• Reconfiguring financial affairs after a divorce
• Receiving a large payout, inheritance or selling a business
• Soon will pay off their home mortgage and/or are accumulating cash
• When turning 40, 50, 60, 70 or 80 (incl. for estate transition)