Helping newly single women move forward with their financial lives

One of our specialties is working with newly single women who face the financial challenges that can accompany the loss of a spouse through death or divorce.

Women, as a whole, face unique financial challenges. They generally have longer life expectancies than men, yet, on average, earn less over their lifetimes – and often spend time outside of the workforce raising their children or caring for their parents.

Many women worry they may outlive their savings, or wonder if they have sufficient income to maintain their lifestyle. As women, our natural tendency to multitask can be overwhelming and some women may be handling significant assets on their own, for the first time.

We can help you with investment review; savings vehicles; cash flow and spending analysis; benefit analysis;  annuities, life insurance and long-term care insurance; irrevocable trust and other estate planning strategies.

If you are newly single, there is no reason to wrestle with these matters on your own or make guesses regarding your finances. We can serve as your trusted, knowledgeable financial partners to help turn this source of concern into a clear pathway for your life moving forward.

How can we help you?

MICHIGAN5206 Gateway Centre, Suite 300 // Flint, MI 48507 //
Phone: 810.732.7411 // Fax: 810.732.8190 //
Map and Directions
FLORIDA712 S. Oregon Avenue // Tampa, FL 33606 //
Phone: 813.251.1879 // Fax: 813.251.1716 //
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