Over the last 20 years I experienced the effect this can have through witnessing client's losing their Spouse, sometimes unexpectedly. For widows, an important part of the Process is the goal of providing you more immediate organization and clarity during a time of devastation. I will provide guidance for you that will allow you to grieve during this difficult time, while I provide a financial plan and guidance for your future.
I work closely with your other professional advisors – such as attorneys, accountants, and insurance agents – to establish a complete financial planning team who can address your most critical needs now and assist you in setting realistic and attainable objectives for you and your family later.
There's no reason to go it alone. As your trusted advisor, I will help you customize a financial plan toward your future.
Managing, growing and preserving wealth for generations is our highest objective.