Rely on reassuring guidance during a difficult time.

Losing a spouse is a catastrophic life event. And while you’re grieving, you’re confronted by some potentially complex financial questions. We serve as a caring, knowledgeable guide during this difficult period, helping you make decisions that can secure a comfortable future. Together, we will:

• Locate your financial assets and update your balance sheet.
• Identify all your expenses and create a budget.
• Communicate your financial guidance to loved ones you may want to include in your decision-making process.
• Determine whether to hold on to or sell key assets, like your home.
• Ensure you’re receiving the government and tax benefits you’re entitled to.