Widow Planning

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 substantial experience guiding people in transition, we can help with these questions and more.  We are patient educators and trusted advisors. Our expertise with Social Security benefits, taxes, estate planning, and investments to work with you to identify the issues that can make a difference in your life. With our help you can prioritize your financial decisions and achieve peace of mind. We are happy to review your specific circumstances to get you on track.