Financial Planning for People in TransitionProviding simplified guidance for complicated issues
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
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
Tax Management and Minimization
Family Financial Planning
Estate Planning Coordination
Insurance, Benefits and Annuity Review and Optimization
Protecting Your Assets
and Maximizing Your Wealth
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, 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.
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.
Contact Us for a Free Consultation