<strong>PURPOSEFUL PLANNING</strong>

SPECIAL SITUATIONS


A special situation is any event that forces dramatic and sweeping changes, for example:

     Marriage                           Birth

     Job Loss                          Divorce

     Serious Illness                 Death

     Inheritance

Events such as these are not only life changing but they can also affect your investment strategy and estate plans. 

They evoke strong emotion, may induce stress and place strain on valued relationships. 

R&R Wealth Management will guide you through these situations navigating toward the best possible plan,

revising goals, reevaluating risk, reviewing investments and validating suitability.

Carefully consider whether a loan is the right option. If the loan's interest rate is lower than the expected rate of return from investments, it may be a good option.

Loan Calculator

Making the most of surprises.

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Contact us to help you navigate your special situation

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