Life & Career Planning

When you’re facing a career-related transition, you need a clear picture of your short and long-term financial situations. Whether you are an employee who was involuntarily terminated, an entrepreneur who wants to start a business, or simply are someone who is ready to explore changing careers, our Life & Career Planning services can help you to make educated steps forward. Includes review of benefit options and access to our resume & career counselor associate.

If you are Involuntarily Terminated or Changing Careers, we can help you to…

  • Reposition yourself in the marketplace
  • Set goals and retool skills
  • Refine resume
  • Polish interviewing skills
  • Connect you with community resources

If you are Starting a Business, we can help you to…

  • Discover your passion & find direction
  • Reinforce competencies through assessments
  • Connect you with business resources
  • Stay Connected

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  • Services Snapshot

    Financial Services For Individuals
    • Starting Out/Starting Over Coaching
    • Financial Planning
    • Investment Management
    • Asset Protection
    • Estate & Philanthropic Planning
    • College Funding Service
    • Divorce Planning
    • Senior Lifestyle Planning
    • Life & Career Planning

    Financial Services for Businesses
    • Succession Planning
    • Business Retirement Plan Consulting
    • Business Protection

  • Events

    Stay tuned for a full list of our 2018 Workshops!

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