Life Transitions Advisors, LLC. (LTA), is for the successful advisor and entrepreneur who recognizes the increasing demand for holistic advice and counseling relative to life transitions. LTA is a platform of new business capabilities that defines the transitions, and combines holistic conversations with networked interdisciplinary expertise to support advisor sustainability and marketplace distinction.
Transcend traditional financial service models. Boomers and the parents of boomers seek an integrated platform of advice and services related to major life transitions: retirement security, management of the aging process, business transitions and succession, living a healthy and purpose-driven life.
Life transitions planning is based on advisor-directed holistic conversations and dialogues with family members and others important in the life of the client. The future practice offers a creative range of family office-type services and resources, including, but beyond the financial, that will
set you apart as a Life Transitions Advisor.