Major Transitions

Major Transition Plans & Management | Clarity Financial Group

Whether you are preparing for life’s next chapter or navigating a sudden change, there are a variety of adjustments in your daily needs that impact your financial well-being. Our team is well experienced in circumstances like:

  • Marriage or divorce transitions
  • Business exit and succession strategies
  • Gifting and charitable giving
  • Losing a loved one
  • Receiving an inheritance or gift 
  • Large windfalls like equity compensation 
  • Navigating changing careers or job loss
  • Adoption and family planning
  • Sabbatical and semi-retirement
  • Unexpected medical events and changing health
  • Caring for aging parents or special needs children
  • Navigating Social Security and Medicare

We are confident that in the ebbs and flows of life, we have the tools and resources to support our clients through it all.