Sudden Wealth

Sources of sudden money include lawsuit judgments, divorces, business sales, inheritances, retirement packages and stock options. It is certainly exciting to experience sudden money, but with it can come significant financial, tax and emotional issues that, if not properly dealt with, can cause this sudden wealth to disappear as quickly as it came.

We can help you manage your assets and prioritize your spending to help ensure that your newly gained wealth can serve you well over the long term.

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