Our Financial Advisors Address Common Questions You May Have as a Surviving Spouse.
Your Initial Questions That Are Unique To You
Budgeting
What are my current expenses and how do I pay for them?
Adequate Cash Reserve
How much should I keep in cash?
Long-term Financial Health
What's my long-term financial picture look like? Can I continue to maintain my same lifestyle? Should I stay in my existing home or buy a different home?
Investment Decisions
Am I holding too much -- or not enough -- in stocks? How do I rely on my investments to provide the income I need? How will I get enough growth to meet my long-term needs?
Supporting Others
At some point, I may want to increase my support to my family and charity? Should I do this? If so, how?
Life Fulfillment
While the road through the grieving process can be difficult, there is hope around the corner. There may be a rebirth of discovering some of life's treasures. We help with this dialogue, encourage and celebrate life-empowering activities, and review the financial impact to provide you with a peace of mind.
Income Taxes
Can you help with my income tax preparation? Now that the tax burden may be a bit heavier, what are some strategies I can do to reduce my tax liabilities?
Estate Planning
Do I need to update my will and beneficiary designations? Do I have the right documents in place to protect me in the case of incapacity? How do I involve my children in this process?
Services – Financial Planning, Tax Planning, and
Investment Management
Life-focused Financial Planning
This starts with understanding what you want your ideal life to look like and may include budgeting, debt management, maintaining your ideal lifestyle , estate planning, charitable planning, etc.
Income Tax Planning And
Tax Preparation
Investment Advisory
Managing your investments from a fiduciary
perspective that ties to your goals and needs.
Locations Served - Nashville, the Southeast, and Beyond
Nashville And Middle Tennessee
Based out of Nashville, we have meeting locations in West End, downtown Nashville, Green Hills, Brentwood, Franklin, and Murfreesboro.
Georgia - Atlanta
We have serve clients in the Atlanta area and our advisors serve clients in our meeting locations in Cobb County, Galleria Parkway, Marietta, Alpharetta, The Perimeter, Buckhead, and beyond.
Florida
We are thrilled to offer much needed fiduciary guidance to The Sunshine State. We serve clients in Tampa, Orlando, and Jacksonville with meeting locations in the 'burbs, near the beaches, or downtown.
Huntsville, Al
We serve clients in Huntsville and beyond. Our co-founder was born in Mobile so we talk Roll Tide and War Eagle.
Nationwide by Video
Geography does not hinder our ability to serve clients. Using video technology, we serve clients in several other states. The only requirement is that we are licensed or exempt from licensing in those states. We save our clients time and money with this option.
Why We Serve Widows -Mel's Story
While I was in college, my father, an accountant, passed away after a sudden illness. My mother had to quickly learn how to manage her life financially. She and my father had a wonderful marriage and a productive life based on a division of their labor. When she suddenly had to assume his duties, she was grounded by family and faith, and reached out for advice and help where she could find it.
This experience, more than any other, drew me into serving others in the fields of financial planning and serving widows. I have seen how newly-discovered knowledge and the gentle words of a coach can bring joy, confidence and peace. For each of us, our past contains setbacks and mistakes. The most important thing is that we set our sights on our goals, surround ourselves with the right people, and move forward. Joy comes in the morning!
Financial Education for Surviving Spouses
What is the right mix of stocks and bonds for widows?
Determining the right asset allocation for widows should not be a cookie-cutter exercise. The proper asset allocation is dependent on the widow’s unique financial situation and overall goals. Rather than being sold annuities to provide “safe income”, widows should consider adhering to the asset dedicated approach for the right combination of safety and growth.
Read More >>
6 Key Financial Steps to Take
Upon Becoming a Surviving Spouse
Determining the right asset allocation for widows should not be a cookie-cutter exercise. The proper asset allocation is dependent on the widow’s unique financial situation and overall goals. Rather than being sold annuities to provide “safe income”, widows should consider adhering to the asset dedicated approach for the right combination of safety and growth.
Read More >>
What types of trusts do I need
for estate planning?
Planning your estate can be daunting. Not only is planning for one’s death emotional, the wide variety of available instruments can be confusing. Trusts are one such instrument that you often hear about in estate planning, but do you really need one? If so, what type of trust makes sense?
Read More >>