Broker Check

Sudden money

Sudden Money 

A windfall always seems like a great thing, whether it comes from the lottery, a business success, or an inheritance. But for too many people, sudden money seems to evaporate quickly - leaving trouble in its wake. Planning and management of a windfall doesn't mean withholding your dreams - or your daily latte. We can help manage those assets so your “dream come true” can create real life change.