What life events can benefit from financial planning?

Life events are moments that can mean major changes to your financial needs and goals. Here are a few examples of life events that require additional financial planning:

• Divorce
• Career change
• Death of a loved one
• Retirement
• Grandchildren
• Marriage
• Sale of a business
• Setting up a trust
• Home purchase
• Inheritance

Take The Next Step

If you would like a plan to manage expected or unexpected life events, Capital CS Group is here to help. Contact our office today to schedule a complimentary meeting!