The death of a spouse. Retirement. A career change. An inheritance. Divorce.

Linda Lubitz Boone, a CFP and president of the Lubitz Financial Group in Miami, lives for these critical times when clients ricochet between gullibility and paralysis while their financial future totters on the edge of uncertainty. "I love helping someone make good choices during times of transition. Life transitions are my specialty," says Lubitz Boone, whose firm serves 100 client families representing a full spectrum of business backgrounds. She eschews marketing to niche professions.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access