I'm Starting Over
Have you recently lost your spouse or gone through a divorce? Are you simply looking for a different financial professional who will put your needs first? Have these questions been on your mind:
- How should I invest my life insurance proceeds and/or divorce settlement?
- What happens with my Social Security?
- My current financial planner was my spouse’s. Should I move my money to a different firm?
- Can I still afford to leave something for my children?
- What will happen to my taxes?
- How should I allocate money for funeral expenses or legal fees?
If so, we can create a plan for you.
We will provide support and guidance through this stage of your life. We will educate and offer you solid financial options that work best for you.