In today’s world of advanced medicine and treatment, more couples are enjoying good health and the pleasure of growing old together. Eventually, however, one or the other will be alone for some length of time.  We believe the greatest comfort to  an ill spouse is the security of knowing the loved one to be left behind is in the good hands of caring and understanding financial professionals.  The financial expertise offered to married couples, when one is terminally ill, is education for the remaining spouse, caring, hearing, patience, and finally, when they are ready, a plan to assure a comfortable level of understanding by both parties.  This advance preparation allows the remaining spouse to grieve but not fear for the financial future and to participate in decisions concerning their future.

Unfortunately, death does not always come as expected or forewarned.  For those facing a sudden loss, we help sort out what remains, where it is, and what needs to be done when.  We encourage our clients to become educated in financial and investment matters and even provide seminars for their benefit.  But most important, we utilize the skills this firm has in abundance, over and above their investment skills – hearing, listening – not only to what is said, but also to what isn’t said and to what is felt – with patience and understanding.