Job Transition Consulting
Helping you explore options and benefits available in your transition including unemployment insurance, health insurance, mortgage relief* and other available benefits.
Comprehensive Wealth Management
Providing comprehensive & customized wealth management services for individuals and families.
Educational Workshops
We conduct over 150 Transition & Thrive™workshops each year providing insights for enhancing your financial life.
Uniquely Qualified To Serve Those Experiencing Job Losses
We are the approved financial services firm for the top three outplacement firms in the United States delivering more than 150 educational workshops each year. We also work alongside the State of California’s unemployment transition team to offer education on available benefits and options. We have served transitioning professionals from more than 500 corporations nationwide through in-person workshops and meetings, online meetings, and a full range of services.