Financial Transition Planning

Coping with divorce or the loss of a spouse

Inheritances and Sudden Wealth

The Transition to Retirement

Coping with Divorce or the Loss of a Spouse

Are you going through the traumatic and painful time of a divorce, or has your spouse died leaving you to handle your finances alone? We can help you assume sole responsibility for managing your financial affairs.

Going from being part of a couple to being on your own is often a painful transition, one where you may not consider all the potential pitfalls without professional guidance.

We understand you. Our president, Randy White, having gone through his own painful divorce along with numerous of our clients who have become divorced or lost a spouse gives us a unique perspective that only someone who has been intimately involved with this tremendously painful experience and is also highly credentialed and qualified can understand.

We can help provide structure and build a long-term plan that will help give you peace of mind for at least the financial aspects of this experience.

We would welcome the opportunity to speak with you!

Inheritances & Sudden Wealth

At some point in their life, most people face life-changing events. We believe sound financial and investment advice during such critical times is vital.

Are you inheriting significant money and want to make sure this money is managed properly to help secure your financial future?

Are you planning your own estate and legacy to leave for other generations and don’t know how to do it in such a way to minimize taxes and ensure your legacy is distributed the way you want?

Would you like to have a conversation with your children about your estate but don’t know how or are not at ease with this topic?

We can help.

We can help you build a long-term plan with the mission to minimize taxes on your inheritance and help build a plan for your assets to provide you with retirement income for the rest of your life.

We will seek to understand exactly what you want to accomplish with your own estate and legacy and advise you how to handle it in the best way. We can take the lead in communicating your plans to your children and other family members if you would like.

We maintain business relationships with strategic partners in accounting and tax planning, banking, estate planning, and insurance services and can provide referrals should you need them.

The Transition to Retirement

Have you worked for many years, saved significant assets and are now faced with some of the biggest decisions of your life? Retirement income planning, pension distribution and rollover options are just some of the topics which you may face.
  • When to retire?
  • How much income will you need to live on?
  • Will you run out of money?
  • What amount of assets are necessary to produce the retirement income you need?
  • Will you pay lots of tax?
  • How do you make the best Social Security and healthcare decisions?
  • How will healthcare coverage and medical issues impact your retirement?
  • Do you need long-term care insurance?
  • How will taxes impact your future income?

DOES YOUR PORTFOLIO HAVE TOO MUCH RISK?
OR NOT ENOUGH?

Knowing your risk score can help you make appropriate investment choices.

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free. 

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    704.571.8778
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Advisory Services are offered through TriCapital Wealth Management, Inc Securities offered through Triad Advisors member FINRA / SIPC. TriCapital Wealth Management, Inc. is not affiliated with Triad Advisors. We are licensed to sell Insurance Products in the following states: North Carolina, and South Carolina. We are registered to sell Securities in the following states: Delaware, District of Columbia, Florida, Georgia, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.

TRICAPITAL® is a Registered Trademark in the United States of America.