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Services > Emergency Money


Managing Life Events

Critical Financial Events are sometimes predictable but can be random and they always have a profound impact on people’s lives.

Bridging Solutions™ is the process of planning for, or reacting to, these events and successfully transitioning to a desired destination. Having a dedicated emergency fund within your wealth management plan is the best way to deal with these situations should they arise.


  • Inheritance

  • Estate freeze

  • Estate transfer

  • Insurance proceeds

  • Golden handshake

  • Disability

  • Retirement options

  • Sale of assets

  • Creating a legacy

  • Court award

  • Severance

  • Buying a business

  • Selling Your business

  • Loss of spouse

We can help with these important life events.

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