One of our specialties is working with people who are newly single and facing the financial challenges that can accompany the loss of a spouse through death or divorce.
We know that women who are divorced or widowed may 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 enough income to maintain their lifestyle.
Whether male or female, we help you through the transition, tailoring our approach to you and your needs. We help you understand your current situation, gain an understanding of your hopes and dreams for the future, and then craft strategies for the short, mid, and long-term.
We complete a comprehensive financial review, identify savings vehicles (as needed), work through a cash flow and spending analysis, complete a benefits review and analysis, work through your insurance wants and needs, and finally support you in thinking through how to build a new or maintain plans to execute your existing estate planning and family legacy.
There is no reason to wrestle with these matters on your own or make guesses regarding your finances. We serve as your trusted, knowledgeable financial partners to help turn your transition turn into a clear pathway for your life moving forward.
Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer. SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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