Financial Planning for People in Transition

Providing simplified guidance for complicated issues

Financial Planning
For People in Transition


Life is constantly changing. It could be a new career, selling a business, or family changes such as death or divorce. Changes like these create uncertainty, heightens emotions and creates a need for clear thinking. Wealth Design Services understands how a change of situation can impact your resources and financial decisions and make things more complicated. We specialize in serving people in transition.

How a trusted advisor
can help

A trusted advisor is critical to helping you make informed financial decisions. We take the time to understand your situation, ask pertinent questions, review your financial picture, and help you create a structured plan.

Income Assessment Plan

Written Investment Plan

Opportunistic Investing

Tax Management and Minimization

Budget Strategy

Family Financial Planning

Estate Planning Coordination

Insurance, Benefits and Annuity Review and Optimization

Protecting Your Assets
and Maximizing Your Wealth

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Fee-only Fiduciary

We operate on a fee-only (non-commission) basis, so you can trust that our interests are aligned with your own. We are committed to acting in our clients’ best interest providing comprehensive advice. 

Change can happen

Find the right professionals

Whether your getting married, getting divorced, lost a spouse, selling a business, or are changing careers, having a trusted financial adviser that works in your best interests during a significant ‘life transition’ is key.

Guiding you through lifes changes

After 27 years of Marriage

How do I ensure I not make mistakes about my finances?

After 27 years of marriage, I’m single and overwhelmed. My partner ran the finances and I don’t know how to begin. I want my own impartial advisors that can get me started and help me avoid mistakes. I know with the right help I can take control.

I spent a lifetime building my business, it provided my income to live and take care of my family. I’m starting to think about stepping away, but I’m not sure I have the financial resources to keep my standard of living. I need help thinking through all the variables, not making mistakes, and not paying any extra taxes.

I think I'm ready

Can I be financially independent of my business?

A life changing gift

How should we use the money; what should our priorities be?

Believe me, I understand how fortunate I am. I didn’t expect to have a financial windfall when my Aunt passed away, but we were very close. Now I have a lump sum of money that I need to understand what it means to me, my family and our lifestyle.

Navigating changes isn't always easy

We can help you make the right turns

 

Contact Us for a Free Consultation

 

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