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Critical Life and Financial Events 

As part of developing our proprietary process, the TruVectr Formula L2 Advisors sat down with industry leaders as well as our clients, friends and families. We listened to their experiences and stories taking the time reflect on the broad picture of services we offer. We realized we were identifying a group of  unique experiences that affected people suddenly, and in ways that are out of our control.

We call these moments "Critical Life and Financial Events". Events that are outside of our control that have the ability to change our life in a significant way. Some may be good, some may be less than ideal, but they have one thing in common:

Having the support you need in advance of these events occurring may be essential to pursuing your financial goals without disruption.

Explore some hypotheticals above, and book an appointment with an advisor to discuss how we may help you pursue your financial goals when ready!