Helping women take control of their financial lives

Whether they have lost their spouse through death or divorce, more and more women are taking greater control of their financial futures – and we are proud to play an important role in guiding and advising them.

While it’s a known fact that women have longer life expectancies than men, it doesn’t lessen the shock of losing your husband and continuing on without him. You may also experience feelings of uncertainty that come from managing your financial affairs on your own for the first time.

We help newly independent women take greater control of their financial lives.”

During a life event of this magnitude, it’s important to have a good support group around you – and we are more than willing to be part of it. If you and your husband have been our clients before his passing, we already have great knowledge and familiarity with your financial situation.

Similarly, divorce also requires careful planning. A marital transition can greatly affect you and your family not only emotionally, but financially as well. Whether you are newly divorced or presently going through a divorce, we can guide you through the many financial issues – giving you an opportunity to move forward with your life.

We are here to help you address and resolve these and all issues and concerns you may have, and to sit down with you to create a clear financial plan for moving forward with your life as an independent woman.

A client scenario: Martha, a newly independent woman

Martha became a widow after the death of her husband, a corporate executive who took care of the couple’s financial matters.

What we would do: Since Martha was getting conflicting advice from family and friends, we would make objective recommendations based on our knowledge of her account and her late husband’s wishes. We would serve as her single source for all her financial matters and help her have a comprehensive and cohesive plan.

This investment profile is hypothetical and not indicative of any specific situations or clients. It is presented only as an example and not intended as investment advice. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Insights

Newsletters
Market Commentaries
Links of Interest

Connect with us

2555 Meridian Blvd., Suite 180 | Franklin, TN 37067 | T: 615.905.4585 | F: 615.905.4819 | TF: 844.340.9322