There are both large and subtle differences to consider in every significant financial transaction. We hope you will leverage our wisdom in these areas.
For instance, are you selling your large, family home in order to downsize? This requires a different financial approach than if you were buying a second home for retirement — and another if you are moving out of the US.
Whenever you’re about to make a major financial move, consider us your partner in your financial life and include us in the conversation.
Perhaps you are buying the house of the beach you’ve been dreaming of, managing the sale or purchase of a business, or doing what’s best with a large concentration of stocks.
Every major purchase or sale can have an effect on your personal financial plan, so we encourage you to call us.