Are You Experiencing a Life Transition? |
People in transition often call on a financial advisor for assistance. Here are a few examples of events or life circumstances that may call for the services of a financial advisor.
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| Anyone |
Senior Executive or Sales Executive |
- Retirement
- Rollover of a retirement plan
- Death of a spouse, parent or close family member
- Inheritance
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- New job
- Major promotion
- Bonus
- Exercise of stock options
- Big commission check
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| Business Owners |
Retiree |
- Sale of your business
- Sale of a major capital asset
- Merger
- Death of a partner
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- Receipt of IRA rollover assets
- CD matures
- Bonds called
- CD rates drop
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| Self-Employed Professional |
Inheritors |
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Widows |
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