Financial Planning
Learn more about how to effectively manage your finances and achieve financial independence.
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Wealth Management
Wealth management describes the comprehensive approach to managing the financial assets of wealthy individuals, couples, and families.
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Tax Services
Many of the most important financial decisions you’ll make in your life have tax consequences.
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Financial Planning
Learn more about how to effectively manage your finances and achieve financial independence. Read More
Wealth Management
Wealth management describes the comprehensive approach to managing the financial assets of wealthy individuals, couples, and families.
Read More
Tax Services
Many of the most important financial decisions you’ll make in your life have tax consequences.
Read More
Financial Transitions
Financial Planning is all about helping you live the lifestyle you want to live as you go through each stage of life, and along the way, most people deal with some big financial decisions that may seem a bit overwhelming. Below are some of the key financial events you might be faced with sometime in your lifetime, and some tips to help you get moving in the right direction.
01
Buying or Refinancing a Home
Your home is by far the largest purchase you’ll ever make in your life. You are more focused on neighborhoods…
02
Getting Married
Are you tying the knot, or getting ready to soon? Thoughtful preparation before your big day could help you…
03
And Then Comes a Baby
Whether you’re planning for your first child, your children are still growing, or you’re getting ready to send your high school…
04
Changing Careers
New jobs or promotions are times to celebrate and starting a new career in mid-life can be both exciting and frightening…
05
Divorce
Having lived through divorce, we know how emotionally and financially challenging it can be. However, we also know…
06
Planning for Retirement
Now comes the biggest financial issue of them all: Retirement. While the life changes listed above will demand…
07
Living Your Retirement Years
How much you spend in retirement and what account you draw the money from needs to be carefully planned out.
08
Losing Your Partner
Of all the changes a person will go through in their life, the death of a partner is usually the most difficult.
09
Aging and Your Finances
Thanks to modern medicine, more and more of us can achieve a very long life, but your later years could become really challenging if medical expenses start eating away at your retirement savings.
Forced Retirement or Unexpected Layoff?
Retirement is what most of us are working toward. Forced retirement or a layoff…not so much. Great Life Investing can help you create a retirement or short-term cash flow plan that considers your unique circumstances and eases you into the transition. Do you need a new source of income? Can you maximize what you currently have? Our expertise will empower you to maximize your cash flow, even if it ends abruptly.
Health and Your Finances
Did you know the cost of health care is the biggest bankrupter of our seniors? Your health is the bedrock of your lifestyle. While planning for your future, Great Life Investing can help create a financial plan that keeps health expenses in mind with every decision you make. Our experience working with people with unexpected health issues can help you navigate the complex healthcare system and access resources.
Losing a Loved One
There is a reason losing a loved one is considered the most stressful life transition. In addition to dealing with emotional trauma, many financial decisions need to be made and made in a timely manner. The burden people encounter paying for the care of a loved one will drain your savings. Great Life Investing can help you navigate this difficult time by providing emotional support and expert guidance as you make critical financial decisions.
Significant Life Transitions
Life is full of transitions. You can’t control upcoming transitions, but you can choose an excellent financial partner to help you make great decisions through everyone one of them. Each transition comes with unique challenges and opportunities. It’s essential to have a plan in place that considers your goals and aspirations. Great Life Investing can help you navigate these transitions, providing guidance and support as you make crucial decisions.
Complex Tax Situations
Here is a strange problem; no one wants a challenging tax problem, but everyone wants to make enough money to have a complex tax problem. That is where Great Life Investing comes to the rescue. Tax laws are intricate and require forethought and strategic planning to execute beneficially. Knowing when and how to make withdrawals will change your tax burden. We help minimize liabilities, and your mistakes are eliminated. Great Life Investing has years of experience assisting people to understand and stay safe from future tax problems.
Caring for an Aging Loved One
Of all the shared life experiences, caring for a loved one as they age is the hardest. The combination of financial pressure and the sadness of watching them slow down is uniquely devastating. This is another place where Great Life Investing can help. We can help create a monthly budget, a yearly financial plan, and a financial retirement plan to cover long-term care costs. Having the right help means you won’t have to carry this burden alone. Great Life Investing has years of experience walking people through one of the most challenging assignments that life hands out.
Late Career to Retirement
Retirement planning is like hitting a target that moves side to side as well as front to back! Inflation, market fluctuations, family changes, and health changes are just some of the issues that impact the plan daily! Having Great Life Investing on your team will ensure that every step of the way, your plan is getting stronger. We plan for life changes along the way when we create your plan. During the later years of your career, we can ensure that you are still on target. Plus, it helps to have someone keep you accountable.
Women in Transition
From caregiving, career minding to coordinating the field trip, women wear a lot of hats. When a divorce happens a woman takes on even more responsibility. Divorce is an emotional and often a financial drain for most enduring this difficult process. We have worked with so many clients that, had they planned differently, could possibly have saved themselves from a huge financial loss. Emotions run high and it can be easy to be impulsive or unwise around finances, especially when we’re stressed.
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