How Corporate Change May Change your Financial Future

Are You Ready for What's Next?


Corporate change is here.  Big companies especially are going through a reset of sorts as they rethink, resize and reposition themselves to meet consumer needs in today’s very different global marketplace. The result is a churning of roles and a feeling of uncertainty that’s affecting people at all levels across a multitude of industries. 

As major corporations are increasingly faced with potential mergers and/or takeovers, where do you as a loyal employee fit into the picture?  Should you stay or should you go?  If the latter, what is your exit strategy?  Where are your best new career options and how do you prepare for them now while still employed?  What about the retirement benefits that you likely have accumulated?

Amidst the unknowns, who’s looking at the impact on you, your family, your financial planning and your future?  Who’s identifying opportunities for you to come out financially stronger, more secure in your career, and happier from a family and life planning perspective?  If you’re concerned about financial planning, wealth building and wealth management for you and your family, you’re not alone. 

This may be the time you engage the advice, guidance and networking power of a trusted financial advisor who also specializes in career coaching –- an experienced professional to help you look at positive, productive next steps regarding…

  • Your Job Security.  Does your job add more value inside your company or outside your company? There may be opportunities within your area of expertise that are more valuable outside your company than inside.
  • Relaunching Your Career.  How do you relaunch your current career or perhaps pursue an entirely new direction? If you leave your current field, what will you do next?  How do you go about exploring new opportunities while still taking care of day-to-day family and financial responsibilities? 
  • Positioning Yourself for Your Strongest Future.  Who can identify your strengths and key you into your strongest assets?  How do you gain the knowledge and confidence to turn your personal strengths into financial strengths?  Is it possible that you could be among the ranks of people who never see their work as work because it’s what they love to do? 

At Lenox, we see things through your eyes. We understand the many directions in which you can feel torn and the angst that comes with feeling out of control when it comes to your career and financial future.

We guide you through challenges wherever you are in your career and whatever life-stage decision you face.  We help you with wealth creation and wealth management to optimize not just your portfolio, but also your life. This can mean life-changing transformations, where we show you how to get where you want to be. 

If you’re wondering who’s looking at the impact of corporate change on you, your family and your future, we are at Lenox.  We help you get ready for what’s next.

Our services include: Re-launching Your Career, Financial Planning Services, Professional Networking, Business Purchase, Startup or Succession, Investment Planning, Stock Options Strategy, Retirement and Estate Planning among others.

It’s your tomorrow.  Call us for a complimentary review.  

Call 513.618.7080 or visit to Fund A Life You Love.  

Please contact your investment and tax advisor prior to making any decisions. 

Past Performance is not indicative of future results.

This post is limited to the dissemination of general information pertaining to its investment advisory/management services. This is not intended to be personalized investment advice. Please contact a Lenox adviser if you would like additional information.