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.

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