When faced with the inevitable, a trusted advisor to guide you.
Nearly 1 million women are widowed annually in the United States. When faced with the loss of a spouse, you may need to make significant financial decisions and take action quickly, at a highly emotional time. Our advisors can help guide you through the complicated process of changing account names and/or titles, managing estate accounts, notifying life insurance companies and any other financial processes that need attention. It is important to have a trusted advisor to develop a plan going forward and guide you through to financial independence.