Life happens and unpredictable events occur. Winthrop Partners will be at your side and at the sides of your spouse and family members when your collective circumstances change. Births, deaths, career changes, sickness, tax law changes, recessions, retirements and divorces all can occur in a lifetime, and these events can disrupt carefully laid plans.
Luckily Winthrop’s financial planning process is flexible, iterative in nature and can be modified in light of any new circumstances. We can also model the potential impact of one of these changes and suggest proactive measures to protect you in case one of these events occur.