Life Transitions

Financial planning provides confidence when life brings unexpected changes.
life transition surprise!

Life Transitions

Life transitions often come hand-in-hand with a sudden change in finances.  Our financial advisors help you build a solid financial framework for the next phase of your life.  Whether you’ve recently lost a spouse, switched jobs, or are preparing to sell your business, we will help you achieve your financial goals each step of the way.

One example of a life transition we all face is the end of life. Learn more about the one-page elder plan that helps you live with independence and dignity. Another common life transition is paying for a wedding.

We help our clients feel financial confidence during  life transitions, including changing jobs, divorce, retirement, and more!

Life Transitions


Loss of a Spouse

“When my husband passed away, I didn’t know where to start.”

Couple on yacht


“When and how to retire is one of the most important and emotional decisions I will make.”

Congratulations Young Business Owner

Sale of a Business

”I’m grateful that others have done this before and I could learn from their mistakes and successes.”

Investment and Market Update


“I learned the hard way to keep love decisions separate from money decisions.”

Changing Jobs

“How does the new job change my college savings and retirement plans?”


Inheritance or Windfall

“Working with an advisor has been my best decision yet.”

Long term care planning

Actively deciding on a plan for your own care is ultimately a gift you give to the loved ones who outlive you.

An elder plan helps you live life purposefully when you need other people's help.

“We are making big decisions and appreciate the help of an expert. ”

White Papers on Life Transitions


Our financial planners guide our clients through the infinite maze of investments, taxes, budgeting, saving, estate planning, college planning, all types of insurance questions, and other planning issues.


Have you cared for a loved one near the end of his or her life? Actively deciding on a plan for your own care is ultimately a gift you give to the loved ones who outlive you.

Resources for Life Transitions

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Unique and professional financial advice

Our wealth management approach may be different from experiences you have had with other advisors.

How A&I Might Help You

Financial planning resources

Learn some of the ways we communicate with, and educate our clients about, financial planning, investments and other important topics.

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We offer a broad array of events that broaden your knowledge and experiences.

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Chat in-person during regular business hours or fill out the form!