Are you financially prepared for your future?
Most people don’t have the time to plan for their financial futures, or the foresight to prepare for life’s unexpected turns.
Are you facing any of these situations?
- You are approaching retirement, and worry you will outlive your nest egg
- You’re not sure how to maximize your social security benefits
- You’re newly widowed and your spouse handled your financial affairs
- Your parents are aging and their care is your responsibility
- You would like your multiple accounts consolidated under one advisor
- You have accumulated wealth, and you want to preserve it
Wealth Transitions can help
When you work with Wealth Transitions, you get:
Peace of Mind
You’ll receive achievable solutions to life’s unexpected problems. You will be guided by an experienced planner who will navigate you through challenges and accomplish your life’s ambitions.
Confident Decisions
No technical terms or industry jargon. Financial concepts are made in a simple way so you make choices that are best for you.
A Trustworthy Partner
I’m in it for the long haul. My recommendations are based on your best interests—every time. No commissions, no sales. Just objective advice and independent thinking.
Services Provided
Portfolio Management
Evaluate your risk tolerance and income needs to build a portfolio you can feel good about.
Financial Planning
Look at your big picture—cash flow, retirement needs/objectives, estate planning, education planning, tax strategies, and survivor income needs—to make sure you’re aligned to support it all.
Income Tax Strategies
Implement tax harvesting (offset gains with losses in your portfolio) and advise you on pretax savings plans so you can save money and pay less in taxes.
Wealth Transitions Owner Kristy O’Brien takes the anxiety and trepidation out of financial planning.
She handles the day-to-day details so you don’t have to.
Kristy founded Wealth Transitions in 2015 after spending more than 20 years in the financial industry. She loves to improve the lives of her clients, and works one-on-one with each of them to understand their life goals and empowers them to have the financial resources to achieve them.
With her strong financial knowledge, her proactive approach and her inclination for asking tough questions, Kristy will make you feel educated about your choices, confident in your decisions, and secure about your future.
You didn’t work toward retirement just to worry about money.
Live your life. Let me do the rest.
Step 1: Schedule a Meeting
No complicated forms, applications or commitments. Let’s simply schedule a time to chat.
Step 2: Learn About Your Needs
During our meeting, I’ll ask insightful questions to determine what you’re looking for, how I can help, and whether you believe I may be a good fit for you.
Step 3: Move Forward Together
Once we agree to move forward, I’ll create a plan to reach your goals.
Want to learn more?
Connect with Kristy on LinkedIn