Changing Jobs

I know I should pay more attention to my retirement planning, but I just don’t have the time right now.

Are you transitioning jobs or starting a new business? As your career evolves, so do your finances. Here are some common questions:

How does the new job change my college savings and retirement plans?
What should I do with my old 401K?
Do I have insurance gaps?
What happens to my stock options or restricted stock?

No matter how prepared you are, changing jobs requires a lot of juggling and mental resources. We work alongside you to make way for a smooth financial transition, keep you and your family safe, and plan for the long haul. 

Statistics Show

0
Jobs We Have
0.6
Years per Job
0%
Annual Pay Increase
  • 12: the average number of jobs per person in the US
  • 7.6 years: Median tenure of a job for workers 45 to 54.
  • 3%: the average pay increase in 2019

Occupations with the Highest and Lowest Increases

Client Stories

IT Executive

By now, Bill should have been used to it. His technology company found another person at a lower pay scale and he was let go. With three kids, two in college, and a side business managing rental real estate, Bill was too busy to pay attention to the retirement plan. His friend was a client introduced us at a critical time. We:

Completed a discovery meeting
Created a one page advanced financial plan
Consolidated and simplified his retirement accounts
Provided an online portal for all his financial information, he can access whenever he wants
Helped him with a college funding plan
Introduced him to the expert network team, who saved him money with life insurance, mortgage rates, and more
Built a plan that honors his busy lifestyle, relieving stress
Perform ongoing investment management

Bill says, “I just know I’m in good hands whenever I talk with my financial advisor. He knows who I am and I know he knows his stuff. We are safe and secure.” Now Bill has time to focus on his family and his interests, can check on his financial situation whenever he wants to, and knows that he is in good hands.

Services We Provide

Covered in these areas

Investment Advice

Patented investment process, including ESG investing: environmental, social and governance considerations.

Financial Planning

Align your money with your values, goals and relationships and bring peace of mind.

Couple on yacht

Retirement Income Planning

Be confident and keep your independence, dignity and lifestyle for the rest of your life.

Concentrated Wealth

Expertise for concentrated equity positions, reducing taxes and other costs.

Charitable Planning

Charitable Planning

Make an impact beyond your family, helping our community and the world at large.

Life planning

College and education planning, long-term care planning, buying real estate, and help with the emotional dimensions of money.

Let’s Talk

An initial conversation is always complimentary. We are often told that our discovery process is the best conversation about money a person has ever had.

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Questions to Ask a Financial Planner

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Sources:
U.S. Bureau of Labor Statistics. “Number of Jobs, Labor Market Experience, and Earnings Growth: Results From a National Longitudinal Survey.” Accessed Jan. 15, 2020. bls.gov
U.S. Bureau of Labor Statistics. “Employee Tenure Summary.” Accessed Jan. 15, 2020.
The Bureau of Labor Statistics. “Wages and Salaries (Not Seasonally Adjusted).” Accessed April 11, 2020.