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. 

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