As an experienced financial planner, I can add significant value when helping you to prepare for major milestones or manage periods of transition; for example, when you:
Get married or divorced
Buy or sell a business
Inherit money or win a lottery
Change your career
Start a family
Plan for and enter your retirement years
Buy or renovate your home or vacation property
Have an accident or are diagnosed with a major illness
Decide to fund an education
Plan your estate