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Things Change So Should Your Plan

Whoever thought you would be here, right?  First of all, we are so very sorry for your loss.  No matter the time or circumstance, surely your grief is overwhelming.  When the time is right and you're feeling like you can and need to walk again, call our office for help with the many financial decisions you're being asked to make. 

What we Can Help with...

What we Can Help with...

  • Collect Life Insurance Benefits 
  • Invest Life Insurance Proceeds
  • Figure out Social Security Benefits
  • Invest IRA's. Roth IRA's, 401k's, 403b's and other employee benefits
  • Invest and manage stocks, bonds, alt investments and managed portfolios
  • Gather stock certificates
  • Name beneficiaries
  • Review Annuities and other Income needs and sources
  • Determining Health Insurance options
  • Direct you to other required professionals (attorneys, CPA's, Benefit Specialists)

Fundamentally, we help you create a plan for your new (and different) life.

We have seen it all!  If you feel the responsibility is overwhelming, don't dispare!  We are skilled at deciphering mounds of paperwork with a focus on you and your family's benefit and welcome the opportunity to be of assistance.

Spouses often have complementary skillsets so it is not uncommon for one spouse to have handled the money, and the other to handle the household.  Remember, garner help when you need it.  Would you fix your car if it was broken or call a mechanic?

Bring in the help you need and stop stressing!  Hopefully working with women can help you feel more comfortable.  Just take a few deep breaths and call our office for help.  We are ready to help you to the next stage of your financial life and freedom.  

Lastly, while others may demand you make quick decisions, rarely are they required.  Don't make big decisions within the first several months of your loss.  Just breathe and consult with people you can trust.  We hope Waterman Financial Services can be that resource for you.   


Don't Go Through This Alone

We can help you navigate the loss of a spouse and ensure your financial situation is taken care of. Don't navigate this alone, reach out to us. 

Contact Us