Life Changes
NAVIGATING A TRANSITION
Navigating a major change in your life is not only stressful on a personal level, but can have a dramatic effect on your finances and future. Our team can help you devise and execute a plan that prepares you for your next stage.
FOR EACH STAGE OF YOUR FINANCIAL JOURNEY
We work with clients who are transitioning to new jobs or pivoting careers entirely, going through a divorce, retiring, selling a major asset, and any number of other major life changes.
Your challenges:
You are in the midst of a big change, and you need help navigating what your newfound circumstances mean for your financial future. You may be wondering things like:
- Will I be making a mistake if I switch jobs?
- Does my new position offer the right benefits, financial incentives, etc.?
- Will I be financially secure on my own, without a spouse?
- Can I live comfortably on my retirement income?
- Will a downturn in the market or some other major event affect my financial stability?
- Am I making the right decision by selling a major asset?
Employment contract review
Investment management
Financial planning
Estate planning
Retirement planning
Asset protection
Insurance guidance
Debt management
Estate planning
Retirement planning
Asset protection
Insurance guidance
Debt management
Cash flow management
Tax prep and planning
Employee benefits analysis
Social security optimization
Tax optimization strategies
Succession and legacy planning
Account administration
Social security optimization
Tax optimization strategies
Succession and legacy planning
Account administration
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Featured Resources
Exencial Wealth Advisors is a SEC Registered Investment Advisory Firm.