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Transitional Wealth Planning

Life transitions occur frequently and require careful consideration to the impact it will have on your life. Often times we overlook the significances and what it means personally during these periods of divergence. It is natural for change to paralyze us, scared to make a wrong move, attempting to avoid this by making no decision. Unfortunately, these can be crucial times to make irrevocable decisions that are time sensitive, where having an objective advisor looking out for your behalf is invaluable. Even in avoiding a decision, you have made a decision. At VI Institutional, we measure the importance and significance of each turning point. Transitions range in complexity but often come in the form of a promotion to the C-Suite, Business start up, Acquisition, expansion, or sale. They may also take the form of Marriage, Divorce, Retirement, or Wealth Transfer. Transitions always provide opportunities for growth. We identify and target these positive possibilities instead of getting immobilized by the challenges.

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