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We’re here for the moments you hope for – and for the ones you might not expect.

One of the most painful experiences you’ll ever face in life is the loss of a spouse—your companion and best friend. No matter how independent you are, facing life after the loss of your spouse will be extremely emotional.


After the loss of your spouse, the last thing you want to be worrying about is what will happen to your finances. There are some things that need to be taken care of sooner rather than later, and you need someone you can count on.  You need a trusted advisor that genuinely cares and has your best interests in mind.


We help you make informed decisions during some of life’s most challenging moments.

We’ll help you sort through the complicated financial process and prioritize what needs to be addressed now and what can be taken care of later. We know this is an extremely difficult time, but you are not alone.


If you have recently experienced the loss of your spouse and don’t know where to begin, we are here to help. Our goal is to nourish your roots of knowledge and help you grow a sturdy financial plan that you understand and have confidence in.

Watch Jay on WKBW talk about the financial challenges widows may face after the passing of their spouse and how to overcome them.
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