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  Adjusting Financially to Major Life Changes

When major life changes come your way, the Amherst Financial Services Division of The Nathan Agencies can help you understand the financial implications and make smart choices. We have helped hundreds of clients deal with these major life changes:

  • Divorce, dissolution of long-time relationship
    What happens when a relationship fails? Besides the enormous emotional toll on both parties, financial issues must be resolved. How does property get divided? What income source will be available? How will divorce settlement monies be invested to provide the greatest benefit? We work with you and your legal advisor to determine the answers to these important questions.

  • Inheritance
    Although an inheritance may bring good fortune, it also requires considering many financial issues. To make the best decisions regarding how to invest the proceeds and minimize taxation, many people turn to a financial planner. That's where experience and professionalism really count. We can help sort out the details and make sure your concerns are heard.

  • Special Needs Child
    If you are the parent of a child with special needs, you are very aware of the day-to-day assistance your child may require. The thought of not being there to care for your child is unthinkable, but the fact is that careful planning is required to make sure continuous care is available when that day eventually comes. The professional advice of one of our financial planners may be just the answer.

For help in answering your questions about these major life changes and others that may come your way, please Contact the Financial Planning Specialists at The Nathan Agencies or call us today at (413) 253-5555.

 
       
       
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