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