Life Transition Planning

    WHAT IS LIFE TRANSITION PLANNING?

    It's ensuring you have an appropriate plan in place to account for sudden changes in your life circumstances—including the death of a spouse or loved one, sale of a business, receipt of an inheritance, or becoming empty nesters.

    EP WEALTH’S FINANCIAL PLANNING MODEL ADAPTS TO YOUR SITUATION:

    To discuss your specific situation, we invite you to contact one of our advisors.

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    DO YOU NEED A NEW FINANCIAL PLAN
    AFTER A LIFE TRANSITION?

    EP Wealth Advisors® provides financial advice for retirees, executives, entertainment professionals, professional athletes, engineers, doctors, lawyers, divorced individuals, widows/widowers, the LGBTQ community, real estate investment owners, foundations, and small business owners.

    FIND A FINANCIAL ADVISOR NEAR YOU

    Our breadth of coverage across the U.S. means we’re local—here to serve your needs at your convenience.

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