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Financial Transition Services

Financial transitions occur when there is a retirement, sale of a business, divorce or death of a spouse. The needs for people in these situations include compiling information about current assets and sources of income, developing goals with respect to future income and lifestyle needs, assessing the sufficiency of current assets in meeting their needs, developing a strategy for asset allocation, and positioning assets to generate income. The process also requires developing a plan for periodic reviews of personal needs, asset allocation and cash flow.