Life Transition

After my husband died suddenly, I received a life insurance settlement. And I also had to take over the money that he had been investing for us. It was a daunting task that I had put off dealing with until a friend reminded me of your line of business. The question was immediately answered in my mind and what a relief. It was greatly reassuring to have you take over the management of those monies, especially during such a stressful time. And, it has been a pleasure working with you ever since. – Jennifer

If you are going through a life transition, SilverPeak Wealth can help you make sense of your financial situation. SilverPeak designs financial plans to address current needs, and needs into the future. Using sophisticated planning software, you can get answers to basic questions like:

  • Do I have enough money to retire?
  • How can I make sure I don’t run out of money in the future?
  • Can I maintain my current lifestyle? What about the vacation I’ve always wanted to take?

SilverPeak Wealth can help you gain confidence and take control of your financial life through knowledge, understanding, and thoughtful planning.

Note: This testimonial may not be representative of the experience of other clients. Testimonials are not a guarantee of future performance or success.

Let us help develop a transition plan that best suits you.

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