Broker Check

The Survivor

Client Centered

Now it’s just you. You’re feeling overwhelmed. You feel pressure to make decisions and have questions about what you should do next.

Perhaps you relied on a spouse or a partner for financial planning and investment management advice, but now you’re alone. You have limited experience and doubts about who will place your interests first. You are eager for trusted, easy-to-understand advice and clear guidance as you adjust.

Now that I’m alone, what’s next?

  • How might social security and pension change now that my spouse is gone?
  • Do I have enough money or will I run out?
  • Do I need to sell the house?
  • Can I still afford to leave a legacy?
  • Who can help me make sound financial decisions and put my best interests first?
  • Who should I rely on? Family or a financial professional?

Sometimes it helps to know someone is in your corner.

These clients are generally over the age of 60 and are widows of our New Retiree client. In many cases, You have never written a check or had any involvement in personal financial matters. You seek our services to accompany them to an auto dealership, help them book a family vacation, or be their right-hand person in family, legal, financial and planning matters. You generally never consider remarriage, but find great strength from their children and circle of friends.


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