Helping You Manage Key Life Events

Pillar Wealth Management, Helping You Manage Key Life Events

Life is full of events that are both expected and unanticipated. We can help you through the maze of life’s transitions and the financial challenges they present:

LIFE IMPACT EVENTS

  • Receiving a retirement rollover
  • Sell or buy a business
  • Buy or sell real estate
  • Receiving inheritance
  • Transfer wealth

 
LIFE EVENTS

  • Retirement
  • Birth & death
  • Marriage & divorce
  • Relocation
  • Health crisis
 

  • Invest proceeds from asset sale
  • Unwind large equity position
  • Change marital status/divorce
  • Exercise stock options
  • Pay for a child’s or grandchild’s education

WORLD EVENTS

  • Warfare
  • Political unrest
  • Natural disaster
  • Terrorism
  • Economic cycles