Life Stages

At different stages in our careers , as we and our families age and as we encounter life-altering events, we need different kinds of financial planning and advice.

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  • new career
  • marriage
  • starting a family
  • first home
  • leaving a job
  • peak earning years
  • helping grown children leave home
  • divorce
  • retiring
  • selling house
  • sharing wealth
  • financing retirement dreams
  • travel
  • elder care
  • increased health care expenses
  • death of spouse
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Contact Dave to discuss how he might help you make informed financial decisions at every stage of your life and to help you prepare for possible life-altering events.