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.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.