Financial Services

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