WHO WE HELP | Widows

You've lost your spouse, now what?  The funeral is over and the last family members have left and gone on with their lives, but your life has changed dramadically.  Morning the loss of a loved-one is a process and everyone goes through this process differently.  While there are obvious financial decisions that need to be made, we make certain to understand that your emotions can still unsettled as we answer all of your questions and concerns.

We are here to help you:

  • Sort through the details, helping submit beneficary claim forms in addition to the various forms necessary to transfer ownership of accounts (jointly owned, individually owned, IRAs, etc.).
  • Revisit your household budget, making adjustments where necessary.
  • Determine your investment risk tolerance for the investment accounts that are involved.

We are here for you, if only to just listen to you share some fantastic memories about your spouse.




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