Whether anticipated or not, a major life transition can be disruptive. Shifting from young parents to empty nesters, business owner to retiree, or beloved spouse to recent widow comes with a mix of feelings. These transitions also present critical monetary decisions.
At Willis & Machnik, we'll help you acclimate to your new reality by gathering information, determining your needs, and talking through various scenarios before implementing a new financial plan for your next stage of life. We aim to be your resource, guide, and sounding board no matter what life transition comes next.