FOR THOSE DEALING WITH LOSS AND BUILDING RESILIENCE

Moving through grief, trying to figure out and learning as you go – it's a difficult process, and one we have firsthand experience with. For Betty, the devastating loss of her spouse, inspires her approach to serving widows and helping them take control of their financial situation. Having a support system is key, and we are always honored when someone chooses us to be a part of their inner circle.

There are major financial implications of losing a spouse – which come at a time of great emotional stress. We help you deal with immediate practical steps, such as medical bills or funeral expenses, and allow you time to heal before diving into complex financial decisions.

Once you’re ready, we begin working with you on a clear financial plan for moving forward with your life. This includes retirement and legacy planning, and all of the details that come with it. We will coordinate with your other professional advisors to make sure we have the full picture of your financial situation.

Services Include

  • Retirement Income Planning
  • Wealth & Investment Management
  • Banking & Lending Solutions
  • Legacy Planning 
  • Wealth Transfer

AS YOUR PARTNER, WE CAN HELP GUIDE YOU AS YOU REGAIN YOUR FOOTING IN LIFE.

Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.