Whether you've found yourself unexpectedly widowed or have been widowed for a number of years, we are here to help. The loss of your spouse is the most difficult thing you may ever endure. In our experience, one of the biggest stressors after the loss of a spouse is managing your financial future.  

We have navigated this tough transition with many of our valued clients. Our hope is that if you are looking for guidance and a support system from a group that cares about you and your financial legacy you will reach out. 

The financial advice we give out most often is to handle the things that need done immediately such as paying your monthly bills and insurance premiums, but then to take a breath and pause. Significant financial decisions such as selling your home, quitting your job, or making a large purchase should be made with a guide you can trust. Give yourself all the time you need to mourn.

Your next steps will take time.

Here is a list of some of the items you should seek guidance on:

• Tax Filing Status Change
• Social Security Survivors Benefit
  
• Review of Assets & Investment Allocations
• Evaluating Debts
• Estate Planning 
• Health Insurance
• Spouse's Employer Benefits 
• Pension Decisions
• Beneficiary Designations
• Income Planning for the Future

We want to walk alongside you through this tough time, give you peace of mind and help you rebuild your financial legacy.