Planning For The Executive In Transition17:39
We are financial advisors from the Penniman Wealth and Institutional Consulting Group. We are a UBS wealth management team based in the Detroit suburbs but we serve families, executives, and institutional clients throughout the country. Our guiding principal is to provide Simple, Personal, and Complete advice to our clients who entrust us their most important goals and challenges. Each episode, we intend to take a deep dive on a specific planning topic. Today, our topic is executives in transition. A subset of our client base are professionals in their mid-20s to mid-40s. In this window of time, a lot of big life events occur, creating a need for the client to review key aspects of their financial plan. In reflecting upon these conversations, Brad and Meg have identified three important periods of transition and subsequent planning topics to consider.