[et_pb_section fb_built=”1″ fullwidth=”on” admin_label=”Hero Section” _builder_version=”3.22″][et_pb_fullwidth_header subhead=”Our Financial Services” text_orientation=”right” button_two_text=”Get Started” button_two_url=”#getstarted” background_overlay_color=”RGBA(0,0,0,0)” content_max_width=”550px” _builder_version=”4.9.10″ title_font=”Poppins|700||on|||||” title_text_color=”rgba(224,170,53,0.88)” title_font_size=”15px” title_letter_spacing=”2px” title_line_height=”1.8em” subhead_font=”Alex Brush|600|||||||” subhead_text_color=”#dd156d” subhead_font_size=”65px” subhead_letter_spacing=”3px” subhead_line_height=”1.1em” background_color=”rgba(255, 255, 255, 0)” use_background_color_gradient=”on” background_color_gradient_start=”rgba(0,0,0,0)” background_color_gradient_end=”rgba(0,0,0,0.53)” background_color_gradient_direction=”90deg” background_color_gradient_start_position=”30%” background_color_gradient_overlays_image=”on” 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button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”on” button_border_radius__hover=”1px” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”]<\/p>\n
Economic updates<\/p>\n
[\/et_pb_cta][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.9.10″ _module_preset=”default” text_font=”Montserrat|300|||||||” text_font_size=”15px” link_font=”||||on||||” text_orientation=”center” hover_enabled=”0″ sticky_enabled=”0″]Retirement Strategies<\/a> | Investment Strategies<\/a> | Transition Planning<\/a> | Estate Planning<\/a> | Preservation Planning<\/a>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_row module_id=”retirement” _builder_version=”4.9.10″ _module_preset=”default” custom_padding=”2%|5%|2%|5%|true|true” border_width_all=”1px” border_color_all=”#dd156d” box_shadow_style=”preset3″][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_text _builder_version=”4.9.10″ _module_preset=”default” text_font=”Montserrat|300|||||||” header_3_font=”Playfair Display|600|||||||” header_3_font_size=”24px” header_3_letter_spacing=”1px” custom_margin=”||||false|false”]<\/p>\n We take time to assess your retirement goals, your trajectory, and provide a thorough retirement assessment and social security analysis as well as a customized income strategy for your pre and post retirement years. This process assesses not only your assets and income but also your liabilities and projected expenses and life expectancy. With women generally living longer than men and citing concerns about outliving their money, longevity is an even more important factor that we consider when helping you plan for retirement. <\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”investment” _builder_version=”4.9.10″ _module_preset=”default” custom_margin=”2%||||false|false” custom_padding=”2%|5%|2%|5%|true|true” border_width_all=”1px” border_color_all=”#dd156d” box_shadow_style=”preset3″][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_text _builder_version=”4.9.10″ _module_preset=”default” text_font=”Montserrat|300|||||||” header_3_font=”Playfair Display|600|||||||” header_3_font_size=”24px” header_3_letter_spacing=”1px”]<\/p>\n For our investment management services we integrate a comprehensive investment plan with ongoing portfolio management. After meeting with you we develop a dynamic investment strategy that fits your goals, values, where you are in life and your vision for the future. We monitor investment performance, making alterations to your portfolio and rebalancing of accounts as needed throughout the year. We also meet annually with you to review portfolio performance and reevaluate investment strategies and any client changes if\/when needed.<\/p>\n Investing involves risk including loss of principal. No strategy assures success or protects against loss.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”transition” _builder_version=”4.9.10″ _module_preset=”default” custom_margin=”2%||||false|false” custom_padding=”2%|5%|2%|5%|true|true” border_width_all=”1px” border_color_all=”#dd156d” box_shadow_style=”preset3″][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_text _builder_version=”4.9.10″ _module_preset=”default” text_font=”Montserrat|300|||||||” header_3_font=”Playfair Display|600|||||||” header_3_font_size=”24px” header_3_letter_spacing=”1px”]<\/p>\n Often, change can bring about new financial challenges. Whether you have aging parents or are parents yourselves, are newly married or newly divorced or widowed, planning a career change or dealing with changes in health for yourself or a loved one, planning for these periods of transition is a vital component to sound financial planning. We\u2019re here to help you navigate the process. <\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”estate” _builder_version=”4.9.10″ _module_preset=”default” custom_margin=”2%||||false|false” custom_padding=”2%|5%|2%|5%|true|true” border_width_all=”1px” border_color_all=”#dd156d” box_shadow_style=”preset3″][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_text _builder_version=”4.9.10″ _module_preset=”default” text_font=”Montserrat|300|||||||” header_3_font=”Playfair Display|600|||||||” header_3_font_size=”24px” header_3_letter_spacing=”1px”]<\/p>\n We partner with clients and estate planning attorneys to provide guidance and information regarding wealth preservation, legacy strategies for transferring assets to the next generation, and charitable giving, and offer customized investment services for trusts and inherited assets. Planning now for the things you will leave behind is a gift to yourself as well as your loved ones.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”protection” _builder_version=”4.9.10″ _module_preset=”default” custom_margin=”2%||||false|false” custom_padding=”2%|5%|2%|5%|true|true” border_width_all=”1px” border_color_all=”#dd156d” box_shadow_style=”preset3″][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_text _builder_version=”4.9.10″ _module_preset=”default” text_font=”Montserrat|300|||||||” header_3_font=”Playfair Display|600|||||||” header_3_font_size=”24px” header_3_letter_spacing=”1px” hover_enabled=”0″ sticky_enabled=”0″]<\/p>\n The goal of asset protection planning is to provide risk management in your financial plan, incorporating investment vehicles and strategies that address potential income loss to yourself or your loved ones due to unforeseen situations such as illness, accident, job loss or death. [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Contact” _builder_version=”3.22″ background_image=”https:\/\/cheriblairfinancialservices.com\/preview\/wp-content\/uploads\/2021\/07\/consutant-03.jpg” custom_margin=”|||” custom_padding=”0px|0px|0px|0px” box_shadow_style=”preset7″ box_shadow_horizontal=”0px” box_shadow_vertical=”80px” box_shadow_color=”#ffffff”][et_pb_row column_structure=”1_2,1_2″ custom_padding_last_edited=”on|phone” module_id=”getstarted” _builder_version=”4.9.10″ background_color=”#ffffff” custom_margin=”|||” custom_padding=”3%|4%|3%|4%|true|true” custom_padding_tablet=”” custom_padding_phone=”|40px||40px” animation_style=”slide” animation_direction=”bottom” animation_duration=”1500ms” animation_delay=”200ms” animation_intensity_slide=”10%” animation_starting_opacity=”100%” box_shadow_style=”preset3″ box_shadow_vertical=”15px” box_shadow_blur=”80px” box_shadow_color=”rgba(0,0,0,0.2)”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.9.10″ text_font=”|||on|||||” header_font=”||||||||” header_2_font=”Playfair Display|700|||||||” header_2_font_size=”38px” header_2_letter_spacing=”1px” header_2_line_height=”1.4em” header_3_font=”Poppins|700||on|||||” header_3_text_color=”#edbb5f” header_3_font_size=”14px” header_3_letter_spacing=”1px” header_3_line_height=”2em” text_orientation=”center” max_width=”550px” module_alignment=”center” locked=”off”]<\/p>\n [\/et_pb_text][et_pb_contact_form email=”cblair@cheriblairfinancialservices.com” success_message=”Thank you for contacting us! We will get back to you shortly.” submit_button_text=”send” module_id=”et_pb_contact_form_0″ _builder_version=”4.9.10″ form_field_background_color=”#ffffff” form_field_text_color=”rgba(0,0,0,0.7)” form_field_custom_padding=”4px||0px||false|false” title_level=”h2″ title_font=”Playfair Display|700||on|||||” title_text_align=”center” title_font_size=”38px” title_line_height=”1.4em” captcha_text_color=”#d18000″ captcha_font_size=”14px” form_field_font=”Poppins|||on|||||” form_field_font_size=”12px” form_field_letter_spacing=”2px” form_field_line_height=”1.1em” custom_button=”on” button_text_color=”#ffffff” button_bg_color=”#edbb5f” button_border_width=”0px” button_border_radius=”0px” button_letter_spacing=”1px” button_font=”Saira Extra Condensed|600||on|||||” button_icon=”%%3%%” custom_margin=”|||” custom_padding=”|||” border_color_all=”#dfdfe3″ border_width_bottom=”1px” form_background_color=”#ffffff” button_letter_spacing_hover=”1px”][et_pb_contact_field field_id=”Name” 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button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_contact_field][\/et_pb_contact_form][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.9.10″ custom_padding=”9%||||false|false” custom_padding_tablet=”16%||||false|false” custom_padding_phone=”” custom_padding_last_edited=”on|phone” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/cheriblairfinancialservices.com\/preview\/chat\/” button_text=”Schedule a 15-minute Chat with Cheri” button_alignment=”center” _builder_version=”4.9.10″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#dd156d” button_bg_color=”#FFFFFF” button_border_width=”3px” button_border_color=”#edbb5f” button_font=”Poppins||||||||” button_icon=”%%264%%” box_shadow_style=”preset3″ box_shadow_vertical=”6px” box_shadow_blur=”12px” box_shadow_color=”rgba(0,0,0,0.28)”][\/et_pb_button][et_pb_text _builder_version=”4.9.10″ text_font=”Poppins|600||on|||||” text_font_size=”14px” text_line_height=”1.9em” link_font=”Poppins||||on||||” link_text_color=”#FFFFFF” link_font_size=”15px” link_line_height=”0.6em” ul_font=”||||||||” background_color=”#dd156d” text_orientation=”center” background_layout=”dark” custom_margin=”10%||||false|false” custom_margin_tablet=”0%||||false|false” custom_margin_phone=”0%||||false|false” custom_margin_last_edited=”on|desktop” custom_padding=”5%|5%|5%|5%|false|true” custom_padding_last_edited=”off|desktop” animation_style=”flip” animation_delay=”200ms” text_font_size_tablet=”” text_font_size_phone=”” text_font_size_last_edited=”on|tablet” border_width_top=”8px” border_color_top=”#edbb5f” locked=”off”]<\/p>\nRetirement Strategies<\/h3>\n
Investment Strategies<\/h3>\n
Transition Planning<\/h3>\n
Estate Planning<\/h3>\n
Preservation Planning<\/h3>\n
Get Started<\/h2>\n