27575 Ferry Road Suite 101, Warrenville, IL 60555

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Call Us630-741-4491

Loss of Spouse Planning

We know firsthand how losing a spouse can be a very emotional and traumatic time in your life. Let us help guide you in handling the finances on your own. We work with clients on getting organized and how to handle your day-to-day finances. We also assist you by making recommendations as it pertains to new estate plans, beneficiary designation changes and recommendations based upon your personal comfort levels pertaining to your risk tolerance levels and your new goals and objectives.

Association of Divorce Financial Planners Certified Divorce Financial Analysts DuPage County Bar Association Institute for Dovorce Financial Analysts
Brookstone Wealth Strategies
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