Moors & Cabot believes that the relationship is at the heart of everything we do. It's important to have a financial advisor you can consult during some of the most exciting and difficult moments in your life.
Moors & Cabot provides you and your advisor access to specialists who can help educate you on the financial impacts of these life events and help you understand the impacts to your financial plan and objectives.
Specialists with a unique and valuable combination of experience and credentials
Our specialists have years of experience in their respective fields. They include tax planners, CPAs, lawyers, estate planners, and social security specialists. They also have access to support resources and tools to engage in discussions and deliver the data needed to help you and your advisor understand considerations and make informed decisions.
Your Moors & Cabot Advisor and Life Events Specialists. An integrated team.
Your advisor is always your primary contact. If a life event specialist is needed, they are brought into the discussion thoughtfully.
Your advisor will work with them in advance to brief them on your specific situation and continue working with you and the specialists throughout the process.