Losing a loved one is a difficult experience, and unfortunately, if a will is not in place, or if money is not available to cover funeral costs, it can make an already distressing situation even more heartbreaking.
Partnering with a financial advisor can help ensure all paperwork, insurance issues and after-life decisions are agreed upon and securely in place, so that you can be left with peace of mind and the necessary time needed to mourn your loved ones passing, and celebrate their life.
We have helped so many families during this difficult time, and understand that emotions and finances don’t mix. We can create a solid – yet flexible – plan and help you make informed decisions regarding your financial future.
Here’s some of the services we offer, particularly for Widows and Widowers:
During the first year, it’s important not to make any major decisions or moves. We can help you take small steps, and decipher what truly needs to be accomplished first, and what can be put off until a later, less overwhelming time. We have a step-by-step process to assist with the sizable amount of paperwork, such as retirement and life insurance benefits, titling of assets, new estate plans, tax filings, and other items that you may need assistance with that come up along the way. Paperwork can be daunting, and when you’re experiencing grief following the loss of a loved one, it can be almost impossible to comprehend. Our process helps to ensure proper documents are executed in a timely manner, and by order of importance.
We help you understand your current financial situation, and put together a plan to ensure your financial future will be secure. Our personalized service is designed to help you express your goals, and keeps you on track toward achieving those goals. Life is full of surprises, so we continually measure your progress, and adjust your plan along the way
After the loss of a loved one, it’s important to take care of yourself, and asking for help is always a good idea. We have a service called The Professional Teamwork System® that allows us to seamlessly work with professionals that our clients have chosen as part of their family’s financial team. This provides our clients with the comfort of knowing that they have a clear and well-coordinated long-term vision and plan in place. Allowing professionals such as your financial advisor, accountant, and estate planning attorney to collaborate can often lead to a stronger support system.