Broker Check

Sound Financial Advice when it Matters Most

“Why would I need to hire a financial firm that specializes in transitions? All I want is someone to point me in the right direction for my finances.”

Exactly.

Your decisions now carry much more weight than simply planning for your income in the future. There are tax implications in each choice you make throughout a significant life change. There are considerations your lawyer or your CPA needs to be aware of. Without a finance degree (and long hours examining every aspect of your financial life, both past and future), it can be almost impossible to know which road is the right one to take.

That’s where our team of experts comes into play. Going through a major life transition, especially one that wasn’t part of your original plan, can leave you making decisions based on emotion or what seems right in the immediate situation.

The truth is that there are hundreds of subtle nuances associated with each decision you make. A professional partner like California Wealth Transitions can offer you the support, guidance, and expertise you need to feel confident about your future.

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  • We turn fear and confusion into clarity and planning.
  • We exchange cookie-cutter financial plans for customized solutions taking into account every little detail of your situation.
  • We turn reactions into proactive strategies.

How can we help you in your transition?

Protect your Interests in a Divorce

Divorce is often messy and emotional. During a time of uncertainty, the last thing you need to worry about is how to take care of all the financial ramifications of divorce. Dividing assets including your stock options, retirement accounts, and investments is much more complex than deciding who keeps the house. Our professionals can help you and your attorney consider all the implications of your decisions at this time, to protect your interests and limit tax burdens, both present and future.

Read more about how we serve women during divorce.

Ready for Retirement

This is one life transition you can prepare for! When the time for retirement draws near, you are faced with a myriad of decisions for this next phase of life. For individuals with multiple potential sources like stock options, social security, pensions, trusts, and more – it can be a complex exercise to structure your income effectively. These are all pieces of the puzzle we can help you put together, advising you with your best interests in mind. You worked hard to save for retirement, and we want to help you keep as much of it as possible.

Read more about how we help families and individuals ready for retirement.

Transfer of Wealth

As you age, you may have a desire to ensure your spouse, children, and grandchildren will be taken care of. Now is also the time to determine who carries the responsibilities of your financial affairs should the unexpected occur. This requires not only the expertise of a financial advisor, but of course your estate attorney. We’ll work with you to ensure your assets are structured appropriately and your wishes will be carried out.

Read more about how we prepare for your transfer of wealth to the next generation.

Business Transitions

After years of your life have been dedicated to managing and running your business, there may come a time where you’d like to pass it on to a successor or sell your business altogether. Before you sell is the time to consult a professional about how to structure the sale to minimize taxes and put you in a good position for the outcome.

Read more about how we can help you structure the transfer of your business.