Services

boxfiveAsset/Wealth Management

Everyone has accumulated assets during their lifetime. Real estate, savings accounts, retirement accounts, investment accounts, insurance policies and pension plans all add up to significant amounts of money. Managing that money takes time, effort and experience that many individuals do not have.

boxfiveFinancial Planning For Divorce or Separation

Separating or divorcing couples face a major transformation in each of their financial circumstances. Two households must survive on the same income or budget formerly supporting one. Planning for the future is an essential part of every separation agreement or divorce settlement.

boxfiveFinancial Planning For Inheritance

Receiving an inheritance or life insurance proceeds can be quite overwhelming. The idea of receiving a large sum of money may seem exciting, but the reality can be much different. Often someone close to you has passed away and you are grieving. You might be pressured to share money with relatives, or sense that those around you have ulterior motives. You aren’t sure who to trust or what to do.

boxfiveFinancial Planning For The Loss of A Spouse

Losing a spouse is one of the most traumatic experiences any of us will ever endure. Your life partner is gone and the transition from being part of a couple to a single person can be difficult, confusing and frustrating. Urist Financial and Retirement Planning has the experience to help you manage this financial transition with both experience and compassion.

boxfiveFinancial Planning For Retirement

Everyone has a vision for retirement. However, developing and executing the financial strategies that will turn that vision into reality can be complicated. Whether you are just getting started or fine-tuning your retirement plan, Urist Financial and Retirement Planning can help you identify your specific retirement goals and develop a plan and strategy that can help you work towards them.