Wealth Transitions is committed to helping you live the life you’ve always wanted.

Wealth Transitions is committed to helping you live the life you’ve always wanted. Whether you are planning for retirement, saving for a child’s education, or are building a nest egg for other intermediate goals, we will work together so you can experience everything you want to accomplish in life and more.

I am proud of building trust and long-term relationships with my clients. I ask questions, discuss options, and have crucial conversations that can help prepare you for life’s unexpected events.

When it comes to planning your future, you can count on Wealth Transitions to guide you through the following services:

Portfolio Management

Together, we will review your life goals and select a portfolio that matches your specific situation. My portfolio management service includes:

Personal investment policy
Risk tolerance assessment
Asset allocation
Asset selection
Ongoing portfolio monitoring

Financial Planning

Together, we create a customized financial strategy that aligns with your desired lifestyle. This includes:

Survivor income need analysis
Tax strategies
Retirement planning
Education planning
Estate planning documents
Cash flow analysis
Budgeting

Education Seminars

Wealth Transitions is proud to offer educational seminars that bring clarity and understanding on important planning concepts as well as explanations and consequences on key legislative changes such as the SECURE Act put into law in January 2020. We offer educational seminars throughout the year that bring knowledge to your financial picture.

We will keep you up-to-date with all key legislation including the Setting Every Community Up for Retirement Enhancement or (SECURE) Act of 2020 as well as the SECURE Act 2.0 passed in December of 2022.

Estate Planning Documents

Kristy can work with your attorney to ensure that your legal documents are consistent with your intentions on how your personal and financial affairs will be handled upon your death or physical/mental incapacity. This includes:

Last Will and Testament

Health Care Power of Attorney

Living Will

Durable Power of Attorney

Revocable and Irrevocable Trusts

Please Note: Wealth Transitions does not offer legal advice or draft estate documents. The firm does not file tax returns or is considered an accounting firm.

Wealth Transitions is committed to helping you live the life you’ve always wanted.

Portfolio Management

Financial Planning

Education Seminars

Qualified Plan (401K, 403B, 457 plans) Consulting Services

Estate Planning Documents

Income Tax Strategies

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