Retirement Planning Through Life Stages

• The client who is thinking about making a mid-life career change, taking a sabbatical, or becoming self-employed
• The client who is divorcing or re-marrying and is concerned about their financial security
• The client who has just lost a job or received an early retirement package
• The widowed client is facing retirement alone
• Clients who want to make sure their children get an early start on their own retirement savings
• Same sex couples who are concerned about how current laws affect their retirement planning