Always Available To Help

A family that had been clients for a long time faced a very difficult situation with a premature passing, leaving the surviving spouse and children in need of immediate and comprehensive guidance. Knowing their situation as well as we did, we were able to step in and help manage all aspects of the family’s financial life. Our team worked hand in hand with the client to access employer benefits including life insurance proceeds, health insurance, and the transfer of retirement assets. We attended all meetings with attorneys and accountants regarding the estate and taxes on the transfer of assets both domestic and foreign.  We continue to work with the family, having developed an entirely new financial plan that reflects their current circumstances.

*This is a case study and is not indicative of future performance. Your experience may vary.