Divorcess & Widowers

Navigating through a divorce and losing a spouse is hard. Most challenges start when you begin a new chapter of life. You start to wonder now that you have ended your marriage or have lost a loved one, how it would impact your finances in the coming months and years.

With our help and with the many strategic professionals within our network, we can help navigate the monetary challenges of divorce and or losing a spouse. As your partner, our goal is to get you back on track emotionally and financially and help you plan for the next chapter of life.

"Guiding You from Loss to Financial Confidence—Tailored Wealth Strategies for Divorcees & Widows."

• Emotional Support & Understanding – Acknowledges their unique financial and emotional challenges.
• Customized Financial Strategies – Focuses on rebuilding and securing financial independence.
• Long-Term Security & Growth – Ensures clients regain control and thrive financially.

We’ll take care of the financial details so you can focus on your family, and together we will get you back towards financial independence.

Our Services For Divorcees Include:

• Determine which assets to keep when it comes to a tax and investment return standpoint.
• Working with your CPA/Tax Advisor to determine the impact on your tax situation.
• Provide optional retirement projections on assets to understand what will be needed to achieve your goals.
• Evaluate beneficiary status on existing life insurance and long-term disability policies.
• Implement through our estate planning network of attorney’s new estate documents. 
• Divide assets per the divorce decree.

Our Services For Widowers:

• Helping you through the emotional parts of losing your spouse or life partner.
• Assisting with immediate steps in contacting all financial institutions (Bank, Life Insurance provider, Estate attorney & CPA)
• Reviewing and updating your beneficiaries that often appear in 401(k) accounts, IRAs, Life insurance policies & Trusts.
• Create a budget and emergency fund.
• Review all investments that are key to your long-term financial security.
• Update and review all estate planning documents.