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
• Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, HI, ID, KT, MT, NM, NV, OR, TX, UT, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Dated material presented here is available for historical and archival purposes only and does not represent the current market environment. Dated material should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.