Have Your Plans Changed?

For almost everyone, the answer to that question is yes.

Things have changed. Our plans have changed. Our lives have been put on hold. Most of us couldn?t have anticipated the series of recent events that have so greatly impacted our sense of personal and financial security.

Need Assistance? We are here to help.

Please know that we are thinking of you during this time. If we can be of help to you and your family, please don?t hesitate to reach out.

During times like these, even the best-laid plans may need to be revisited.

If you are like most people, you are thinking about the impact of the current events on your future.

Clients are contacting advisors in record numbers to discuss their needs. If you need help connecting with someone to assist you and your family, please let us know. We can provide you with a list of advisors in your area that our friends and supporters have recommended.

Please also let us know if we can be of assistance to you as you think through your plans. We have a variety of resources available online and also that we can send to you that may be helpful in rethinking your retirement planning, inheritance planning for your family and ways to create your legacy.