You have important decisions to make.

A transition can be a time of considerable anxiety, with important and often difficult financial decisions that need to be made. Professional and objective financial advice is critical to ensuring a successful transition. The focus of transition planning is generally on cash flow during the transition period, severance payments, tax planning, and pension plan decisions.

If you would like to ensure a seamless transition with minimal tax consequences, we kindly ask that you call or write as soon as possible. We have advised many individuals who have gone through many different situations when time and deadlines were short.

We would like you to consider all your options with enough time to discuss them with your family.