Thoughtfully managing your life events
Sometimes, between the milestones on life’s road, we find ourselves at a crossroads. It may be a crossroads we never thought we’d face. It may be a crossroads we thought we’d face in the far distant future. Yet, when they do arrive, they often seem to come out of nowhere. However, no matter which crossroads you may face, our advisors will be there to lend a shoulder of comfort and a calm voice of reason to help you in the decisions that must be made.
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The loss of a spouse can be overwhelming and emotionally draining. When it does happen, many times money is the last thing on a person’s mind. Over the years, our advisors have found that families face this situation, and its most common issues, in many different ways. While many decisions can be postponed while you’re grieving, our advisors are here to help assist with the practical matters that may need to be addressed right away.
Our team will be there to help plan for cash flow to cover expenses. They’ll also work with your other professional advisors to settle the estate and work through inheritance decisions during this time. Once time has passed and you’re able, they will evaluate your assets and financial needs, future tax implications and estate plan to help ensure your future stays properly planned.
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Divorce is a crossroads that requires careful planning and professional insight in order to successfully navigate it. A marital transition of this kind can greatly affect you and your family not only emotionally, but financially as well. Whether you are newly divorced or presently going through a divorce, we can guide you through the financial issues of dividing assets and managing taxes – giving you an opportunity to move forward with your life.
Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors of Raymond James we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
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If you’re like many these days who find themselves caught between caring for aging parents and other obligations, such as kids in college, your career or even planning your own retirement, you’re part of a growing population known as the “sandwich generation.” Our advisors understand the importance of finding a balance in your responsibilities and can help to feel confident about financial obligations and planning. Most helpful of all, they’re able to take emotion out of the decision-making process and use their resources and expertise to help guide you in the right direction.
Above and beyond at Beyond Wealth Advisors
Because of the personal relationships that our advisors build with clients, they are already keenly aware of the dynamics of each family (many relationships are multigenerational – meaning they’ve worked with grandparents, parents, and the children of one family). When crossroads are faced, our advisors have already put in place some of the necessary protocols to help guide families through them. Importantly, our advisors are always here to talk – not necessarily about financial matters, but about things that matter to clients and the concerns they may have on their minds in any given situation. For clients, it’s comforting. For our advisors, it’s one of the most rewarding aspects of their jobs.