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Managing a Financial Windfall

Client Centered

A financial windfall is a sudden and unexpected influx of money that can come from various sources, such as an inheritance, a lawsuit settlement, a business sale, a lottery win, or a stock market windfall. While receiving a windfall can be exciting and life-changing, it can also pose some challenges and risks. How you manage your newfound wealth can have a significant impact on your financial future and your happiness.

How We Can Help

Our aim is to assist in safeguarding your newfound wealth. One of our initial steps involves connecting you with a team of experts skilled in handling tax matters, estate planning, and emerging financial concerns. This team is dedicated to understanding your aspirations. Simultaneously, we provide education to empower you in managing this financial windfall. Throughout your journey, we work together to define your strengths and values, and align them with your aspirations, dreams, and potential charitable interests to help you make the most of your sudden wealth utilizing these services:

  • Wealth Management
  • Financial Planning
  • Cash Flow Planning
  • Legacy Planning
  • Risk Management and Insurance
  • Tax Planning
  • Estate Planning 
  • Retirement and Distribution Income Planning
  • Philanthropy and Charitable Giving
  • Collaboration with your CPA and Attorney
  • Lifestyle Planning