Life Transition Planning
Your Guide to Uncharted Territory
Over time, unexpected opportunities and challenges can dramatically alter your life plans: marriage, children, inheritance, the sale of a business, divorce, or loss of a spouse are just a few examples.
EP Wealth Advisors® helps simplify these complex transitions so you have financial stability in the next phase of your life.
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WHAT IS LIFE TRANSITION PLANNING?
It's ensuring you have an appropriate plan in place to account for sudden changes in your life circumstances—including the death of a spouse or loved one, sale of a business, receipt of an inheritance, or becoming empty nesters.
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DO YOU NEED A NEW FINANCIAL PLAN
AFTER A LIFE TRANSITION?
EP Wealth Advisors® provides financial advice for retirees, executives, entertainment professionals, professional athletes, engineers, doctors, lawyers, divorced individuals, widows/widowers, the LGBTQ community, real estate investment owners, foundations, and small business owners.
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