Individuals and Families

 

Life brings many challenges and we like to look at those as opportunities. We encounter transition and change in all parts of our lives and to be able to see a change as an opportunity, you need an advisor that has a vision for the future. At SalmonFelte we believe that transition planning is a very important part of what we do for our clients.

Some of the most common family transitions that we see are:

  • Job promotion or change
  • Children entering college
  • Empty nesting
  • Health challenges within the family
  • Downsizing
  • Retirement
  • Marriage / Divorce
  • Bereavement

We provide our clients with a sense of financial comfort, knowing that there is a plan in place that will address both the expected and unexpected life changes and transitions. Let’s have a conversation that focuses on how you can make the best use of your financial resources to help protect your family and your lifestyle from life’s challenges.

What We Do

Create a financial planning* process to protect and help grow your money.

 

*Financial planning is only offered by Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser.