Amid the pain of losing a loved one, widows face a deluge of financial and administrative decisions that affect their future.
The first few months can be overwhelming. After addressing immediate issues, widows must develop a long-term financial plan for their new life.
If you recently became a widow, Brett can help you take full stock of your current financial condition, prioritize immediate items that require action and, when you are ready, develop a plan that fits your needs, lifestyle and objectives. Together, you'll examine what your money means to you and what would you like it to do for you.
Brett provides trustworthy, professional financial planning services for widows that include:
- Portfolio Review and Management
- Cash Flow Analysis and Planning
- Retirement Planning
- Estate Planning
- Charitable Giving
- Wealth Management
Has your world has been turned upside down? You're not alone. Brett can help. Contact Brett today to arrange an introductory consultation.