Strait Financial Corporation

Caring about your financial success!

Reasons you may want to speak with us.

Personal Events

Getting married or divorced

Birth of a child or grandchild

Death, long-term illness or disability

Significant change in household income

Purchase of a new residence

Received a large sum of money

Employment Events

Change in jobs

Plan to retire shortly

Significant change to employee benefit package

Recently exercised or considering exercising stock options

Insurance questions

Life insurance

Disability insurance

Long-term care insurance

Beneficiary changes

Financial Service Interests

Retirement planning

College planning for a child or grandchild

Estate planning or charitable bequest

Tax Planning

Consolidating financial assets

Consolidating financial debts

 

©2006 Strait Financial Corporation