212 East 2nd Street
When a Loss Occurs, We Are Here for You
When loss of our loved ones occur, the grieving process can be devastating. Many feel confused, overwhelmed, and a huge sense of loneliness. We are here and ready to help. Some things need to be handled soon and others in the weeks that follow. We can assist with the details to get things addressed and help you through the transition happening in your life. We all do our best to plan for life events. However your life unfolds, we are here for you.
As You Move Forward, You Are Not Alone
We are here to support you.
Each widow's and widower's journey through grief is unique.
We are prepared to help with the details and answer questions to support you.
What we do to intentionally take care of our mental, emotional and physical health is very important. Although this is a simple concept in theory, many struggle with it. Let us be your trusted advisor to help you along the way.
Avoid Common Mistakes
We Are Here to Help You
Don't rush. Postpone major decisoins.
Beware of predatory financial offers and practices.
Proceed with caution with big, irreversible decisions.
Take an objective approach to our financial matters.
Don't be a purse for others.
The impact of grief, and emotions and stress can be overwhelming. Many widows feel flooded, emotionally drained, abandoned lonely, vulnerable, relieved.
Every widow and widower handles the process of moving forward differently. This is a vulnerable time. It's important to take things one step at a time, self care is important. Let us help you with the details. Some things need to be handled in a short amount of time, others can wait until you're ready. Don't be overwhelmed. We are organized and here to support you.
Continued self care is important and helping you with the "first things first" list of things that need to be addressed. We begin to have conversations and recommendations to support you in this next chapter of your life, as you move forward. We will make adjustments to your financial plan, update beneficiaries, trusted contacts, review income needs, all focused on your priorities and concerns.
Things start coming together for you. You've come a long way on your path of progress. You have become more independent and can focus on your future. This phase can be very fulfilling and often a new purpose in life may evolve from your experiences. We help you with your advanced planning, estate planning, charitable giving, and special family issues.
It's never a straight path, but we will help you get to your new normal. Being a widow or a widower is never a club a person joins willingly. We welcome you to be with us. You will be welcome to join others and feel better again and in time look forward to being with others and living your new life. While we're still there, right beside you, supporting you.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."