Life Event Services

Change is inevitable. As clients progress through their lives they turn to trusted advisors to help them transition into new and unfamiliar life phases. First Clearing arms you with a range of resources available through our affiliation with Wells Fargo & Company.

​Advice through life’s changes

Life is a journey filled with twists and turns. Having tools to offer sound advice may help your clients navigate through life’s challenges and clarify their investment goals.

Birth of a Child - Welcoming a newborn into the family raises a spectrum of emotions: hope for the future, concern about family protection and the challenges of building education balances.

Marriage - Helping your clients understand each others' views about money and investing before they tie the knot (or early in their marriage) can ease a number of potential burdens.

Job Change – Help clients ease the financial consequences and implications of taking on a new position.

Divorce – Although no one set of solutions can apply to everyone, First Clearing offers communication designed to provide accurate, authoritative information for divorce-related issues.

Retirement IncomeAvailable through the SmartStation® platform, The Income Illustrator lets you illustrate different retirement income scenarios and potential tradeoffs to your client, showing them how various income streams might come together to fund their retirement.

Death of a Loved One – Tools you need to help clients deal with settling the estate and, investing inheritance money, if needed.

Life Event Services