When to Seek Financial Advice: Key Milestones

Financial advice isn’t just for those with vast assets or investments; it’s a smart choice for anyone facing key financial milestones. Whether you’re planning to buy a home, expand your business, or prepare for retirement, expert advice can make a significant difference. Major life events often bring complex financial considerations, from tax implications to investment decisions and estate planning. Working with a financial professional can help you set realistic goals, reduce financial risks, and make the most of your assets. At Lawton & Associates, we’re here to provide guidance on finding the right financial support at any stage of your journey.