Life events often signal a need for financial planning and guidance. Events like marriage, the birth of a child, planning to go to college, or purchasing a home are all very positive examples of events that might require planning. Alternatively, the death of a loved one, receiving an inheritance, divorce, unforeseen disabilities, and making critical business decisions also require you to evaluate your current situation and goals.
These are all areas where you should seek direction from a wealth management professional who can address your specific planning needs.