The loss of a spouse can be a disorienting experience. That’s why it’s important to have a good support group around you – and we are more than willing to be part of it. If you and your spouse were clients before the occurrence of this life-changing event, we already have great knowledge and familiarity with your financial situation, which can prove to be extremely helpful.

Losing a spouse has major financial implications that come precisely at a time of great emotional stress. In addition to the shock and grief, there are often medical bills and funeral expenses to pay. There are also many decisions to be made regarding issues such as life insurance proceeds, Social Security and the retitling of financial accounts.

We are here to help you address and resolve these and all issues and concerns you may have, and to sit down with you to create a clear financial plan for moving forward with your life.

As our client, you’ll never have to worry about fitting

into a mold because we custom fit our service to you.