The path towards retirement is not a straight one. Life changes, for good or bad, but it doesn’t have to derail your future. Most of us rely on family or friends for advice and support when something emotional or financial happens – whether it’s a major life event or a change in the financial markets. This can create challenges not only emotionally, but also in financial planning. We have helped many clients navigate through life transitions with honest and sincere advice, while sticking to the plan that was established. Our experience and understanding in dealing with these matters helps us to focus on the big picture while acting as your steady guide.