When life changes (both expectantly & unexpectedly) and new alternatives need to be considered, Stearns Financial works with you to help make confident decisions.
Life Transitions may include:
- Loss of spouse
- Change of career
- Retirement and aging (yourself or others)
Questions we help answer:
- Are my investments set up right?
- Will I outlive my money?
- Do I need long-term insurance?
- Can we pay less taxes?
- Will my estate plan actually work?
- Is aging in place or a retirement community better for me?
- Do my children or grandchildren need a better financial plan?