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Special Situations

8. Special Situations

Life is filled with a series of precious moments, as well as unexpected events.  For this reason, it’s important for me to help you prepare for any special situation that may come your way.  Whether it’s planning a wedding, taking a dream vacation or encountering unexpected expenses, like a layoff, or illness. Having a plan in place can make all the difference in ensuring your financial future remains secure.

Planned events as well as unforeseen events typically cost money.  These events can be positive or negative and will most likely impact your financial position.  Let’s look at some special situations and discuss how those events could be resolved.  You can trust me to help you make the best decisions by defining a path for whatever financial challenges or opportunities arise.