We Can Be Wherever You Are

Like a fingerprint, your LifePrint® is unique, it’s personal and with our help, it’s the path you’ll take to pursue and reach new goals.

No matter where life takes you, our Holistic life mapping and planning services can help you and your loved ones gain the clarity and confidence necessary to make important personal and financial life choices with ease.

We know and understand how a job transition, retirement, or everyday life circumstances can mean relocation to a new city or state. We maintain the ability to obtain licensing in order to provide education and advice to you, no matter where life takes you.

Relocation because of career change doesn't need the added stress of finding a new advisor.

We use online, digital and telephonic communication services to maintain seamless meetings with you no matter where you are located.

We will be there to provide the education and resources you need to make informed personal and financial decisions during your job transition or career change.

couple relocating

Retiring to a new climate doesn't mean retiring your trusted advisor.

You've worked hard to achieve the ultimate dream. Bring along the life and financial management team that helped you map your way there.

We will be by your side to continue to provide the education and resources you need to make informed decisions during your retirement years.

relocation retirees

Life is full of changes - we are always just a phone call or video chat away to help you through them all

  • bullet Moving your primary residence to a lesser income tax burdened state or country
  • bullet Professional job relocation to a new state or country
  • bullet Moving to a more desirable climate before or after retiring
  • bullet Purchasing a vacation home in a different state or country
  • bullet Starting a new business or expanding your existing business into a new geographic area
  • bullet Health circumstances requiring relocation to a different state or country to obtain specialized care requirements

Ready to get started on your financial life planning journey?

Call us to schedule a no-hassle consultation to meet us and learn more about our expanded geographical services.

Second Opinion Partners