Life Changes

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Published by Annah Russell, Director of Operations

Things your team here at Wise Counsel can guide you with.

The additional services we offer here at Wise Counsel are beyond what money can buy.

Each member of our team has been through different stages and experiences of life and are here to guide you during a time of transition. Below you will find just a few of the services we provide to you as a client, does your current advisor offer the same?  If not, give us a call!

  • Buying/Selling a home.
    Buying or selling a home can be a huge burden, especially when you have never done it before. There are the questions of timing, interest rates, who do I work with, should I refinance, etc.?

We have all been there in some capacity, and we can help answer some of those questions. We have relationships with other professionals in the community such as realtors and loan officers who can also help walk you through the process. We might also be able to help guide you in the process of budgeting and what you can afford to stay on track with your long-term plan.

  • Family Death.
    We walk you through the entire death claim process, ensuring we keep as much burden off of you during such a difficult time. We contact all custodians to report the death and request claim paperwork to be sent out to you, and we assist completing the forms and check on the status with the custodians to keep the process moving forward.

We can also help put your desires into place before your death. We work with estate planning professionals who, no matter the complexity, can make sure your wishes are followed after your passing.

  • Getting Married.
    While the excitement of the wedding is never short-lived, we can help you stay on task with getting the essential details done afterward. There are many things you must do after tying the knot: update your bank/credit card account(s), life insurance, retirement accounts, insurance policies, Social Security card, and driver’s license if you changed your name. We would also suggest updating your W2 withholding after you are married. We can also guide you in the budgeting process if you and your new spouse want to combine your assets.
  • Getting Divorced.
    Interviewing attorneys can be a daunting and emotional process, and we work with professionals who we can recommend to you. Gathering financial documents can also be a heavy burden that we can assist you with. Understanding your options is extremely important during such a pivotal transition in your life.
  • Retirement
    Having a plan before you decide to retire can be a life-changing experience itself. Knowing where you currently stand and if any lifestyle changes are needed to get you where you want to be is where we can be of service.
  • Having a child.
    Having proper life insurance in place is something you may have never considered before having children. Having access to a team who can guide you through the planning process is essential and just another one of the services we provide.

Life changes are inevitable but having a team in places to guide you in the process is what we live for. We want to make any life transition as smooth and painless as possible. If you or someone you know are experiencing any of these changes and need assistance, do not hesitate to reach out to our team.

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