Career Transitioners

Main Street Wall Street Grapevine, Grapevine City Hall, Grapevine Nightwatchman, Grapevine financial planning, Grapevine wealth management, Grapevine investment management, better investment experience

Intersection of Wall Street and Main Street with the Nightwatchman on the City Hall building in Historic Downtown Grapevine.

If you are in the process of retiring or changing jobs, one of the biggest decisions you have to make is what to do with any 401(k), pension and stock option plans from your former employer. This is an excellent time to take control of your financial future and develop a plan for a successful retirement. We will assist you in assessing retirement plan assets from your former employer so that you understand your options and critical time frames. We help you evaluate the choices you are facing and discuss the pros and cons of each. This process enables you to make the best choice for your situation.

Financial matters frequently play a substantial role in the process of a life transition or career change and can often have a decisive impact on the outcome. Whatever transitions you are anticipating or working through, good planning advice can mean the difference between confidently embracing a new stage of your life or having doubts about your future. Whether you are planning for an inevitable life change like retirement or presently experiencing a transition event like the loss of a job, financial advice and planning can be indispensable.

Talk to us, get to know our philosophy on wealth management, and discover a better investment experience.