Inheritance, Divorce or Compensation Settlements
Guidance for Major Financial Transitions.
Receiving a large sum of money from inheritance, divorce settlements, or compensation can significantly impact your life. It’s often an emotional period due to the disruption that precedes it. This money is often vital for your next phase in life. Obtaining sound advice is crucial.
At Empire Financial Group, we provide strategic advice, education, and support, fostering confidence in your financial future. Our extensive experience in assisting clients through significant life events acknowledges the importance of understanding and comfort in your financial decisions.
Your financial circumstances are unique. Thus, our strategies are tailored to your situation. Before developing your strategy, the Empire Financial Group team considers your:
- Income, budget, and available funds
- Risk tolerance and asset volatility
- Tax status
- Timing and purpose of fund requirements