Service. It's as unique as your needs are.
The financial needs for you and your loved ones are unique. That's why the survivor financial counseling service offers assistance on a wide range of topics, including:

  • estate settlement
  • insurance needs/COBRA
  • income tax planning
  • cash flow concerns
  • investments/asset allocation
  • worker's compensation survivor benefit
  • Social Security
  • estate planning
  • assembling advisors
  • state/federal assistance
  • basic day-to-day needs (budgets, property titles)
  • family goals (college funding, home ownership)