Over the course of your life, your goals and priorities change. CrossleyShear understands that your future cannot be planned in one point in time. Your financial success requires flexibility and continual refinement. Whether you are adjusting to newfound independence, moving up in your career or contemplating an exit from the workforce, our advisor team will help you diligently plan for your financial reality. The benefits of having a trusted financial professional by your side cannot be underestimated when managing your financial future. Our suite of services – asset management, investment strategies, retirement planning and more - will help you get where you want to be with the confidence that your financial well-being is taken care of.
In the case of a life-changing event, such as the devastating loss of a spouse or transitioning from divorce, we’ll help you understand where you are now, what your goals are for the future, and develop a customized financial plan to help get you there. During these times of uncertainty, it’s our promise to remain by your side to provide clarity and confidence so you can focus on the non-financial impacts. When you’re ready, we’ll set you on an achievable path to an independent financial future, empowering you to take control and helping to ensure that your financial dreams are still well within reach.
How We Design Distinct Financial Plans
The Client: A woman who owns a business with her soon to be ex-husband.
The Vision: Maintain her style of living and set aside funds for a comfortable retirement.
Our Plan: We would create a comprehensive investment plan structured to maximize income sources, such as from alimony, and develop a lifetime income plan from her cash divorce settlement, taking inflation into account, as well as compensation plans and more.
This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.