Life Events to Review Estate Plan
- Birth, Adoption
- Death, or Disownment
Change in Marital Status
- Marriage or Re-Married
- Divorce
Change in Health
- Considerable changes in one’s own health
- Changes in a family member’s health
Changes in Financial Status
- Increase or Decrease in Wealth
- Estate considerations
- Tax considerations
Beneficiaries Status
- Death
- Mental Capacity
- Competent Financial Decision-Making Abilities
Moving to Another State
- Job Transfer
- Grandchildren, or other family
Buying or Selling a Business
- Buy/Sell Agreement
Click HERE for a printable version of this list.
Mission Statement
Our mission is to enhance our client’s financial security and peace of mind. We take great care in listening to our client’s needs and objectives, so that we can build customized investment portfolios to help them achieve their financial goals and dreams.
Services
We provide financial and investment services including Registered Investment Advisory Services, Private Portfolio Management, Financial Planning, IRAs, College Savings Plans, Life Insurance and Estate Planning Assistance.
Client Letters
Click HERE to view our newly published Client Letter for the Spring of 2025. You can also view any other of our archived Client Letters and Newsletters which contain advice and tools to help you navigate the myriad of financial news and trends.
• Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory).
• Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC
• CA Financial Services, Osaic Advisory and Osaic Wealth are separate companies.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
