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How We Work with

Widows and Widowers

From Sorrow, A New Story Emerges

This is a time of sorrow and stress. Decisions do need to be made, but the time frame for most decisions is months, not days. It is not necessary to rush into major changes. We’ll be here to partner alongside you, and walk you through each area, step by step, that needs addressing.

We Can Help You By...

  • Determining and using life insurance benefits
  • Assessing income, assets and associated lifestyle needs
  • Getting investment accounts consolidated and re-titled
  • Reassessing the investment plan and making any necessary changes, and integrating life insurance

Staying By Your Side as Your Confidant

When you’re adjusting to your life again, we want you to know we’re here to help you ease into a new chapter. Some personal topics you’ll be able to reflect on with us include the need or desire for a career, what kind of housing arrangement is best for you, and what would help you improve your quality of life overall.

Also, if finances had been your spouse’s responsibility, we’re dedicated to answering your financial questions, empowering you in your decision-making, and overall helping you learn more about finances.

How Can We Help?

Whether you’re not sure where to begin or you have specific questions for us to answer, we encourage you to get in touch with us.

Schedule a Conversation