Financial Planning for a Widow(er)

Losing a spouse can be an overwhelming experience that presents many new challenges. Some of these challenges are financial. Questions that are common to the newly widowed are:

  • Do I have enough money to meet my goals?
  • How do a find someone to advise me who I can trust?
  • How do I learn about investing and financial products?
  • What financial decisions need immediate attention and which can wait?

With our expertise in Social Security benefits, taxes, estate planning, and investments, we can work with you to quickly identify the issues that can make a positive difference in your life.