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LIFE EVENTS

Financial Plans not designed to be static. Planned and unexpected events require periodic review and updates to your Retirement goals.

I encourage you to consider Tax and Planning consultation if you've experienced or contemplate the following:

  • Marriage, Divorce, or Re-Marriage.

  • Birth or Adoption of Children.

  • College Funding.

  • Sickness or Death of a Spouse or Family Member.

  • Retirement.

  • Starting or Selling a Business.

  • A change in Jobs, Career, or Layoff.

  • Caring for an Elderly Parent.

  • Care for a Disabled or Special Needs Child.

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