Life Changing Event A windfall can be beneficial, but it can also increase the complexity of your financial situation and even change your financial direction. We work with people who have recently received an inheritance or other windfall to help them determine how it affects their financial plan and goals. We can help You The impact of the windfall on your overall financial picture as well as your ability to meet—or revise—financial goals How the assets received should be invested to ensure they are aligned with your overall financial plan Your options for inherited real estate The tax impact of the assets and whether any options exist to mitigate taxes WHO WE WORK WITH Providing one-time plans or an ongoing retainer relationship Families & individuals Federal Goverment employees Emory employees University System of GA employees SAMPLE FINANCIAL PLANS Preview these sample financial plans to see what is typically included in our plans Nearing Retirement Read more Saving for Retirement Sarah, a physician in her late 30’s focused on savings and planning for retirement. Read more Life Changing Event Read more Schedule your Complimentary First Consultation SCHEDULE MY CALL Jun 7, 2022 Mapping Out Your Retirement Cash Flow Strategy Part Two: Social Security and Beyond May 15, 2022 Mapping Out Your Retirement Cash Flow Strategy Part One: Investments and Savings Jul 20, 2021 How Might Inflation Affect Your Retirement Plans?
