Coping with Death

Family Executor Guidelines

Detailed Survivor’s Checklist

Survivor’s checklist


Becoming Widowed

Among the most stressful circumstances our clients endure is the loss of a spouse. This is a time when caring, objective advice from a competent source is often needed the most. All too often, family, friends and even professional advisors may urge you to take actions that can result in major financial or lifestyle changes during an emotionally vulnerable period in your life. As dedicated advocates for your well-being, we will sit down with you to address your questions and educate you on your current financial situation. Through the financial planning process, we will help you understand your current and future sources of income and any areas of financial risk to assist you in making important financial decisions with clarity and confidence when you are ready to do so.

Our goal is to empower you to take control of your financial future. Whether you are seeking help in organizing or managing your finances and investments following the loss of a spouse, or are seeking to protect assets for your children when entering a second marriage, you can depend on us to provide the guidance you seek.

We take our role as your advisor seriously.  With compassion, confidence and confidentiality in mind, we help you deal with the challenges major life events can bring.

We have experience helping you work through these and other circumstances to pursue financial independence:

  • Suddenly single due to death or divorce
  • Social Security benefit and claiming strategies
  • Understanding and planning for health care costs
  • Second marriages and planning for the Blended Family
  • Estate Planning and Trust Services