Pursuing Financial Independence
Retirement Planning
Assess Your Goals
In preparing for or entering retirement, you need a plan that fits your personal goals for what YOUR retirement looks like. You’re likely to hope for maintaining as much as possible of your existing “desirable” lifestyle….only with more “fun time” on your hands! As you assess your personal and financial goals, it’s important you have a guide…a Financial Advocate & Advisor.
Investment Management
Discover Strategies & Solutions
As you shift your focus from wealth accumulation (while you’re working) to spending (retirement), major considerations include outliving your money, income channels, prudent spending, market risk, taxes, and inflation, just to name a few. Knowing the options and strategies available to you could make a difference in how you live your life during retirement. Unique strategies for each individual is what we do!
Women’s Wealth ~ Pursuing Financial Independence
Women & Divorce
Am I going to be Ok?
Divorce is STRESSFUL…Especially Financially! As Certified Divorce Financial Analysts we will guide and educate you through the process to help you avoid financially costly mistakes.
Don’t let an Emotional Crisis become a Financial Crisis.
You Need A Plan
Gathering Information
Retaining an Attorney
Legal Forms
QDRO
You didn’t handle the finances, what do you need to provide
QDRO
Who keeps the House
Retirement, Pensions, Tax Impact
Who keeps the House
Division of Debt
College expenses
Health Care
(just to name a few!)
Tax return review
During this process
How do I get it in my name only
What will it cost me?
Doesn’t make it so!
Credit, Debt, Budgets
Pension
QDRO
Managing Your Money
Avoid Costly Mistakes
Making Financial decisions can be STRESSFUL! As Financial Advisors we have the experience and knowledge to guide and educate you to avoid financially costly mistakes. We will help you build a financial plan that best suites you and your family’s goals.
Let us help you Know Your Money ~ So we can help you Grow Your Money!
Take Control Of Your Finances
Book your call today with Julianne & check out our worksheets!
Call 716-800-4290 or email Julianne.Lepo@lpl.com
Turning Tides Financial, LLC and LPL Financial do not offer legal advice. Please consult your legal advisor regarding your specific situation.
Divorce Financial Planning & Advocacy
Divorce is never easy but you don’t need to walk this road alone. Don’t let an emotional crisis become a financial crisis as well. Let Turning Tides Financial be your financial advocate and provide you with legal, financial, and emotional tips, tools, and resources.
“Our resurgent economy grew at over a 6% pace in the first half of the year and is on track for over 5% growth for the year when 2021 draws to a close. The current economic recovery, which started in May 2020, has benefited from widespread vaccine availability and additional fiscal stimulus. While the economy continues to move forward, we’re still feeling the aftershocks of the COVID-19 Delta variant, whether through elevated inflation, supply chain bottlenecks, or an imbalanced labor market…
…We’ve had a hand up that has helped us through a period of unique economic challenges. In 2022, the economy may be ready for a handoff, back to a greater emphasis on the individual choices of households and businesses. How smoothly that handoff is executed may determine the course of the recovery.”
Make your financial picture a little clearer with CEO of Turning Tides Financial, Julianne Lepo! This four video series will help you organize your finances at home in the wake of COVID-19.
Investment advice offered through Silver Grove Advisory Services, a registered investment advisor. Silver Grove Advisory Services, and Turning Tides Financial are separate entities from LPL Financial. The entities listed above are not affiliated with Turning Tides Financial and LPL Financial. The entities listed above are not affiliated with Turning Tides Financial and LPL Financial.
