Life Altering Events
Financial advisors are often so focused on doing a great job for their clients they forget that money matters … but that it isn’t everything. Clients’ lives—like everyone’s—are punctuated with the big things that happen over the course of time. In turn, happenings such as marriage, divorce, having a new child or grandchild, obtaining a new job or losing an old one can significantly impact a life and redirect their thinking about investing and goal attainment.
Life Event Services provides guidance and resources
The Life Event Services team brings you a broad range of professional resources to assist clients moving into new and unfamiliar phases of their lives:
- Marriage
- Birth of a child
- Retirement
- Disability or need for nursing-home care
- Sending a child or grandchild to college
- Death of a spouse, parent, or child
- Divorce
- Employment change
- Inheritance of money or other assets
- Start of a second career
- Caring for an elderly parent
- Protecting the future interests of a disabled dependent
Interested in learning more? Call 303-694-1600 and ask for Tony Campen or submit the form and Tony will be in touch.
