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Facing Life's Transitions

Over the years, Stonegate Financial has partnered with many families who have undergone a major life transition. Whether sudden or carefully planned, these twists and turns heighten emotions and cause temporary disruption. It is in the midst of this change that our most meaningful work is done.

We are proud to stand by your side when the road ahead is uncertain, providing insight into the most appropriate options for moving forward. With empathy and unwavering support, we endeavor to safeguard your financial independence and empower you to embrace a new stage with confidence. 

New Job or Career

Employment transitions come in many forms, from accepting a promotion or transferring to a different region to facing an unexpected downsizing or an early retirement. No matter what your career change has in store, we’ll help you examine your employer benefits and retirement plan options, as well as review the effects of this transition in relation to your long-term goals. Additionally, our team will run up-to-date retirement projections that will clarify the necessary adjustments to keep you on track.

Birth of a Child

There is no happier occasion than welcoming a new member to your family. We’ll share in your joy by helping you get the next generation off on the right foot from day one. College savings options, insurance, and estate planning are just a few of the topics our advisors will review once your child or grandchild has made their appearance. 

Divorce*

The end of a marriage can have a profound impact on your financial status, especially when it comes to dividing assets and managing your taxes.  With a Certified Divorce Financial Analyst® on staff, Stonegate Financial is particularly adept at serving those who are recently divorced or presently going through a separation. Our knowledge of the ins and outs of this transition qualify us to educate you in a number of areas, such as budgeting, saving, and alimony, so that you can take your next step without hesitation. 

Death of a Spouse

Following the loss of a loved one, grief can make financial matters seem incredibly overwhelming. During this difficult time, we’re driven to offer compassionate assistance that addresses your concerns regarding beneficiaries, pensions, and income. Our comforting presence makes it easier to direct your attention to healing while we oversee the practical details that will put your mind at ease.  

Inheritance

Receiving a legacy gift from a deceased family member can be an unexpected blessing. It’s your responsibility to pay tribute to this bequest by exercising sound judgment. Let us give you the tools to help maximize the impact of your inheritance and form a plan for carrying this legacy forward.

*Raymond James does not provide legal advice. Please consult with a professional regarding legal matters.

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