10/29/2026
Five relationships to consider re-establishing when moving to a new area:
- Doctor/Primary Care: Health= Wealth
- Dentist: Protect your smile
- Attorney: Insure your estate plan/business is up to date with your new state's laws and regulations.
- CPA: Tax laws vary by state (income, estate, etc.)
- Financial Advisor: Technology has made virtual meetings much easier. For those that prefer in person/local, find the firm/advisor you trust in your area.
This is not meant to be an exhaustive list. Finding a place of Worship, professional organizations, volunteer/community groups, and more, are equally important.
For those looking to re-visit any of these above, we are happy to help.
Sincerely,
Gantt Williams, CFP®
Wealth Advisor
(864) 909-1522
[email protected]