Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Out of the Blue

<strong><em>Gain Control. </em></strong><strong><em>Gain Clarity. </em></strong><strong><em>Gain Confidence!</em></strong>

Gain Control. Gain Clarity. Gain Confidence!

Our guided process for those that have had a sudden life shift. The overwhelming and stress-filled sudden life changes brought on by a death, divorce, inheritance, settlement, or other windfall require a more personalized and emotionally supportive system before any long-term planning can occur.

With our knowledge and specialized experience, we navigate you through a self-discovery process and guide you through the transition to your new “future you.” We recognize the physiological, psychological, sociological, and cognitive impairments associated with stress and anxiety during major life events. As a result, we can help guide you through the passage from your former life to a new life and guide you in discovering and exploring your new self.

Our Out of the Blue process goes more in-depth and addresses the emotional and financial aspects of planning. Change is an integral part of the human experience, and creates space for new and different things to happen, both financially and personally. We have the knowledge and experience to serve you with a wide range of financial concerns that result during a sudden life shift, and we are passionate about helping you manage life’s many transitions.