Byron Moore, CFP® and Mike Jones

Experiencing a life transition?

People in transition often call on a financial advisor for assistance. Here are a few examples of events or life circumstances that may call for the services of a financial advisor.

 

 

Anyone

  • Retirement
  • Rollover of a retirement plan
  • Death of a spouse, parent or close family member
  • Inheritance

Retiree

  • Receipt of IRA rollover assets
  • CD matures
  • Bonds called
  • CD rates drop

Senior Executive or Sales Executive

  • New job
  • Major promotion
  • Large bonus or commission check
  • Exercise of stock options

Business Owners

  • Sale of your business or practice
  • Sale of a major capital asset
  • Merger
  • Death of a partner

If you are experiencing one of these life transitions and would like to schedule some time to discuss your situation, we encourage you to contact us today to arrange a visit.

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