SUPERCPA℠ Special Situation Planning

Throughout your life some expected and unexpected needs will come your way, whether it is:

• Planning for a wedding
• Taking a spur-of-the-moment dream vacation
• Deciding to buy a second home
• Planning for change in employment
• Planning for bankruptcy
• Planning for opening a business
• Financial planning for disabled family members
• Or just planning for the unforeseen

I am here to help you with situations that do not always fit nicely into the other wealth management issues. I can assist in determining a path to help guide you through whatever financial challenges and opportunities arise.