Life’s Transitions

/Life’s Transitions
Life’s Transitions 2018-01-04T10:56:40+00:00

Crossroads in Life

WaterfrontAt Waterfront Financial Group, we especially help people who need sound financial advice at a difficult time, or a major turning point in their life.


We advise clients through

  • Marriage
  • Divorce
  • Surviving a Spouse
  • Hospice
  • Inheritance
  • Job Change
  • Retirement
  • And more…


We are here

We are here when you encounter a crossroad and need help with financial issues from an advisor you can trust, who is sensitive to your specific needs, especially while you may be engulfed in grief.

We are here to help you succeed, to be empowered, nurtured, navigated through the tumultuous time.

We are here for you and invite you with compassion, speaking with empathy and understanding, to call on us for help.

We understand

  • Our emotional and professional support are very important in helping our clients move forward.
  • We are patient and will do everything we can to help you feel comfortable in your weakest moments.
  • We will give you the time you need to heal, and will never push you to make decisions you are not ready to make.
  • We will follow up with you about what was discussed.
  • We listen more and talk less, become your consultant and partner, in order to learn your CORE VALUES.


Let us help

We know how confused and frightened you may be about financial matters and we are here to help.

We understand that life not only revolves around your money issues, but also the emotional and psychological aspects of change and transition.

We assist you to feel more secure about your financial future.