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.
Anyone	Senior Executive or Sales Executive
Retirement Rollover of a retirement plan Death of a spouse, parent or close family member Inheritance	New job Major promotion Bonus Exercise of stock options Big commission check
Business Owners	Retiree
Sale of your business Sale of a major capital asset Merger Death of a partner	Receipt of IRA rollover assets CD matures Bonds called CD rates drop
Self-Employed Professional	Inheritors
Sale of your practice	Receipt of inheritance
	Widows
	Death of spouse