Life Event Planning
Organizing Your Finances Through a Life Event
Life events can be a devastating time for you and your family not only emotionally but financially as well. When a Life event happens like the death of a spouse, illness in the family, a job loss, a divorce or just the simple act of caring for an aging parent, don’t try to go through it alone. Retirement Strategies, Ltd Advisors can help you take a full assessment of your financial situation, educate you on your options and support you through the decisions you need to make.
Typical Life events
- Losing a spouse
- Losing a Job
- Serious Illness
- Caring for an Aging Parent
This is done thought advanced financial independence analysis along with bringing together all the various experts needed to navigate this crisis. Whether it is a Financial Advisor, Investment Manager, Insurance Agent, Elder Lawyer or Tax Accountant there are many perspectives to consider.