Widows / Heirs

Sometimes the unexpected happens and we may lose those who are closest to us. This can be a very emotionally challenging time as we mourn their loss and try to determine our next steps. Often times, family members left behind need a trusted advisor.

We are experienced in helping during these sensitive times by providing steady guidance and direction, as well as referrals to other qualified professionals in the area of estate law should specific questions or needs arise.

Our firm acts as a fiduciary to its clients while operating within the ethical responsibilities established by the Certified Financial Planner™ Board of Standards.

The Person With A Plan Wins.