Life Events to Review Estate Plan

Change in Status of Children

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 Summer of 2023. 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.

Securities America Form CRS

FINRA's Broker Check

Schedule An Appointment

Tell A Friend

Advisory services offered through Arbor Point Advisors, LLC, an SEC Registered Investment Advisor.
Securities offered through Securities America, Inc., Member FINRA/SIPC
CA Financial Services, Arbor Point Advisors and Securities America 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.