PLANNING FOR CHANGES THAT MATTER
Life Transition Planners, Inc. is a financial advisory and wealth management practice focused on our clients and their life goals. We listen to understand their true passions and obligations, then offer practical solutions to help them live their best life. We help clients understand how the choices they might be considering will expand or limit their options, and we offer our experienced guidance to help clients select the right moves to help them realize their dreams.
Some new clients want to talk with us about what they can do to manage their resources in their working years to ensure an income stream in retirement, while others want to know where they should invest college money for their children and grandchildren, how to invest and protect their assets when starting a new relationship, or how to keep the vacation home in the family. Still others want help deciding among the different retirement vehicles for their small and growing business, if a reverse mortgage makes sense for them or their aging parents, or if long-term care insurance is right for them. Less frequently, people meet us for the first time when life has thrown them a curve ball such as the death of a parent or illness of a spouse, an unexpected pink slip at the office, or a reason to wonder if they have enough insurance such as after just missing a natural disaster.
Founded in Littleton, CO in 2000 by Gary Sidder, Ph.D., CFP®, Life Transition Planners merged with Exit & Retirement Strategies, Inc. in 2017 and moved into ERSI's office in Centennial, CO. Gary is still a principal of the combined firm, ERSI-Life Transition Planners, and he now has partners Stephen and Jim Brubaker. You can learn more about ERSI and Steve and Jim at their website www.exit-retire.com. Steve is a Certified Financial Planner practitioner, and Jim holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.
You have a choice of advisors. Call ERSI-Life Transition Planners at 720.876.2323 or 303.933.6226 today to confirm that we are the best choice for you.