Client Centered

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 dramatically. Mourning 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 understand that your emotions can still be unsettled as we answer all of your questions and concerns.

We are here to help you:

  • Sort through the details, helping submit beneficiary 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 risk tolerance for the investment accounts that are involved.

We are here for you, even if it's only to listen to you share some fantastic memories of your spouse.