CBG’s advisors help you focus on financial issues relative to your particular circumstances. Life transitions involve many intense emotions. We can help you think clearly about all of your options, helping you identify and address the important financial issues stemming from your new circumstances.
Your legal and tax advisors know how important it is for you to be educated on all of your options, and that’s why they rely on us. We focus on the financial complexities of a settlement/life transition you may be faced with. Transition planning may also include the challenges of rolling over retirement plan, exercising stock options, replacing company provided health, disability, or life coverages. We utilize our many years of experience in transition planning combined with time-tested strategies in order to help you obtain the peace of mind you desire.