Jim has been a successful physician for nearly four decades. He’d had an outstanding professional career and done well. He knew there were still some loose ends that needed to be tied up, and as retirement loomed, he found himself filled with fear and anxiety of the unknown. What will he do with his time? He’s worked all his life — what would he be when he’s not a doctor? The idea of taking money OUT of his retirement account stressed him, but his wife was ready to start their next chapter.

Before a significant life change is an ideal time to take a comprehensive look at your finances and carefully plan the next chapter of your life. We’ve helped many others make this transition, and we can help you, too. It all starts with a simple conversation.

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Susan had taken a significant step when she decided to go out on her own after 15 years at a well-known architectural firm. She’d done well, growing her business, and had a staff of 20. Susan had two young grandchildren that she wanted to spend more time with – which was hard to do with the demanding workload of running the business. After some heart-to-heart talks with her senior architects at the firm, she began looking at exit strategies to transition ownership so she could spend more time with her family.

Transitioning out of your own business is tricky, at best. At The Welch Group, our experienced team has assisted many owners during this challenging time. We can help you, too. Drop us a line, and let’s start a conversation.

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Daniel was happily married with two young children and doing well at his firm. He and his wife were saving monthly, but was that enough? What about insurance? What about college savings plans? He wanted to be as prepared as possible for whatever the future held. He also wanted to make sure his wife and children were protected if something unexpected happened.

Saving is a great start, but it’s never too early to connect with a financial advocate like The Welch Group for trustworthy advice about protecting your family and planning for the future. Want to get started now? Let’s talk.

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Sam had always handled the family’s finances. So, when he died suddenly, Margaret had no idea what to do. All she had were some boxes of account statements and financial papers in Sam’s home office. She didn’t know where to start. She misses Sam every day, but instead of worrying about finances, she concentrates on spending every moment possible with the people she loves.

Regardless of where you are in your life — or in your financial journey — The Welch Group is committed to providing the support, advice, and service you need to organize your finances and make a plan to achieve current and future goals. Whatever you need, we can help. Let’s talk.

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